A Financial Advisor at Pru Life UK helps individuals and families achieve financial security by providing personalized financial planning and insurance solutions. The role involves building strong client relationships, understanding their financial goals, and recommending products that best meet their protection, savings, investment, and retirement needs.
Key Responsibilities
- Prospect and connect with potential clients through networking, referrals, and digital platforms.
- Conduct financial needs analysis to understand clients' goals and financial situations.
- Present suitable life insurance, investment-linked, health, and retirement solutions.
- Educate clients on financial literacy and the importance of long-term financial planning.
- Assist clients throughout the application, policy issuance, and after-sales service process.
- Maintain regular communication with existing clients through policy reviews and updates.
- Meet individual sales and performance targets while ensuring ethical and client-centered service.
- Participate in company training, coaching sessions, seminars, and professional development programs.
Qualifications
- Bachelor's degree preferred (fresh graduates are welcome to apply).
- Strong communication, interpersonal, and presentation skills.
- Goal-oriented, self-motivated, and willing to learn.
- Excellent customer service and relationship-building skills.
- Able to work independently with flexible scheduling.
- No prior financial advisory experience required; training and mentorship are provided.
Skills
- Financial Planning
- Sales and Client Acquisition
- Communication and Presentation
- Relationship Management
- Time Management
- Problem Solving
- Goal Setting and Self-Management
- Digital Marketing and Social Media Prospecting
What the Career Offers
- Flexible work schedule
- Unlimited income potential through commissions, incentives, and bonuses
- Professional training and continuous mentorship
- Career advancement and leadership opportunities
- Personal and professional development
- Opportunity to make a positive impact by helping people secure their financial future
Pay: Php15,000.00 - Php50,000.00 per month
Benefits:
- Flexible schedule
- Work from home
Work Location: Hybrid remote in Quezon City