Financial Advisor/Financial Consultant

Mandaluyong, National Capital Region

Posted 22 days ago

Company:: Prime Summit
Company Description:: We are the country’s #1 Life Insurance Company and is one of the leading life insurance companies in the world with over US$700 billion in funds under management. Our main areas of business are life and health insurance, investments (fund management) pensions, medium to long term savings and investment management. For almost 100 years now, we have been widely present in Asia and have offices in 12 countries (India, Thailand, China, Hong Kong, Vietnam, Japan, Singapore, Malaysia, Indonesia, Korea, Cambodia & Philippines). In the Philippines, Pru Life U.K. was incorporated in 1996 and has since become the fastest growing life insurance company in the country and the first to provide variable unit linked insurance (insurance with investment). Today, Pru Life UK is the #1 life insurance company in the Philippines.
Contract Type:: Full Time
Experience Required:: No Experience
Education Level:: Bachelor’s Degree
Number of vacancies:: 10

Job Description

This is a full-time/part-time hybrid role for a Financial Advisor, located in Mandaluyong with some work-from-home flexibility. The Financial Advisor will be responsible for assessing clients' financial needs, offering tailored financial planning and advisory services, and providing guidance on investments and retirement planning. Day-to-day tasks include meeting with clients, analyzing financial information, creating comprehensive financial plans, and advising on financial products and services.