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Financial Advisor

Pru Life UK

3.0
18 reviews
Pru Life UK
Job Type   /   Job Level
Full-time   /   Others/Any
Company Location
Philippines
Financial Advisor (Pru Life UK)

Key Responsibilities

  • Meet with clients to assess their financial needs and goals
  • Recommend suitable insurance, investment-linked, health, education, retirement, or income protection plans
  • Conduct financial needs analysis and create personalized plans
  • Explain products clearly and help clients choose the best option
  • Assist clients with application processing and policy servicing
  • Build and maintain long-term client relationships
  • Generate leads through referrals, networking, online marketing, and prospecting
  • Review clients plans regularly and update recommendations as life changes
  • Stay updated on market trends, products, and regulations

Qualifications (Commonly Required)

  • College graduate (many openings prefer 4-year degree holders)
  • Good communication and people skills
  • Goal-oriented and self-motivated
  • Willing to learn sales and financial planning
  • Can work independently or hybrid/remote
  • Willing to take licensing exams/training

Compensation Usually Includes

  • Commission-based income
  • Bonuses and incentives
  • Travel rewards
  • Flexible schedule
  • Career promotion opportunities (Unit Manager, Branch Manager, etc.)
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