Part Time Financial Advisor - Weekly Income

Makati, National Capital Region
Posted today
Company:
Pru Life UK
Company Description:
PRU Life UK is an insurance and investment company serving Filipino families since 1996. It is the pioneer of VUL (Variable Unit-Linked) Insurance here in the Philippines and is currently the number one life insurance company in terms of new business annual premium.
Contract Type:
Part Time
Experience Required:
No Experience
Education Level:
Bachelor’s Degree
Number of vacancies:
10

Job Description

A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management. They assess clients’ financial needs and help them make informed decisions to achieve their long-term financial goals.

Key Responsibilities:
Meet with clients to assess their financial needs, goals, and risk tolerance.
Develop customized financial plans that align with client objectives.
Provide advice on investments, estate planning, retirement planning, tax strategies, and insurance.
Monitor client accounts and investment portfolios to ensure performance and suitability.
Stay informed about market trends, financial regulations, and economic conditions.
Build and maintain strong relationships with clients through regular communication.
Educate clients on available financial products and services.
Ensure compliance with all financial laws and regulations.
Salary:
₱15,000.00 Monthly