Financial Advisor

Prulife UK - Northern Summit Life Insurance Agency

₱20-30K[Monthly]
RemoteNo Exp RequiredBachelorFull-time
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Remote Details

Open Country：Philippines

Language Requirements：English | Tagalog

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts, Distributed team, Performance Bonus

  • Insurance Health & Wellness

    Life Insurance, HMO, Health Insurance, Life Insurance

  • Others

    Office Parties

  • Perks Benefits

    Open Workspace, Retirement Plan

  • Professional Development

    Job Training, Mentorship Program, Professional Development, Career Development

  • Work-Life Balance

    Flexible Hours, Work from Home

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Description

We’re looking for a Financial Advisor to join our team. In this role, you’ll help clients plan their finances, make smart investments, and achieve their financial goals. You don’t need to leave your current job to start this exciting new opportunity.


Key Responsibilities:


  • Meet with Clients: Talk to clients to understand their financial needs and goals.
  • Create Financial Plans: Develop personalized plans to help clients save money, invest wisely, and prepare for the future.
  • Give Advice: Offer advice on insurance, investments, and other financial products.
  • Monitor Progress: Keep track of clients’ financial plans and suggest changes when needed.
  • Stay Updated: Keep up with the latest financial news and trends to provide the best advice.

Requirements

- 4 year College Graduate of any course

- Willing to undergo training and coaching

- Strong Internet Connection

- With Laptop or Ipad or Tablet

- Must be a Filipino Citizen and resident, preferably NCR or nearby provinces

Wealth ManagementCommunication SkillsLeadershipTeamworkTime Management
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Ann Britney Agner

HR OfficerPrulife UK - Northern Summit Life Insurance Agency

Posted on 08 April 2025

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