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Financial Advisor (Part-Time or Full-Time)

Pru Life UK

3.0
18 reviews
Pru Life UK
Job Type   /   Job Level
Part-time   /   Others/Any
Company Location
Philippines
About Us: PRU LIFE UK is a leading financial services firm dedicated to helping Filipino families achieve financial security and prosperity. We are currently expanding our team and looking for driven individuals who are passionate about making a positive impact on people's lives.

The Role As a Financial Advisor, you will be the bridge between our clients and their financial goals. You will analyze clients financial needs, recommend suitable insurance and investment solutions, and build long-term relationships based on trust and service.

Roles And Responsibilities

  • Assess clients financial needs, goals, and risk profile
  • Provide professional advice on protection, savings, investment, and retirement planning
  • Recommend suitable financial and insurance solutions aligned with clients objectives
  • Prepare and present clear and ethical financial proposals
  • Assist clients with policy applications, reviews, and after-sales service
  • Build and maintain long-term client relationships through regular communication
  • Ensure compliance with company policies, industry regulations, and ethical standards
  • Participate in required training, meetings, and continuous professional development

This role requires professionalism, integrity, and a strong commitment to client-focused service.

Requirements

  • Bachelor's Degree Holder, any course
  • Fresh Graduates are highly encouraged to apply.
  • No Sales Background required. Comprehensive training is provided.
  • Goal-oriented, self-motivated, and eager to learn.
  • Strong communication and interpersonal skills.
  • Must be willing to undergo government licensing exams (Insurance Commission).
  • Must have a stable internet connection and a device for digital appointments (if hybrid/remote work is applicable).

Compensation & Benefits

  • Unlimited Income Potential: Competitive commission rates with no income ceiling.
  • Performance Bonuses: Quarterly and annual cash bonuses for top performers.
  • Travel Incentives: All-expense-paid travel opportunities to domestic and international destinations (e.g., Japan, Europe, USA) for qualifiers.
  • Group Life Insurance, HMO, Agent's Savings Fund.
  • Flexible Schedule: Manage your own timeideal for those balancing other commitments or seeking work-life balance.
  • Professional Development: World-class training programs, mentorship from industry leaders, and support for professional certifications.
  • Career Progression: Clear path to management and agency leadership roles.
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