Financial Advisor

Trillion Jade - Pru Life UK

₱15-30K[Monthly]
On-site - Makati1-3 Yrs ExpEdu not requiredPart-time
Share

Job Description

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives

  • Insurance Health & Wellness

    HMO

  • Perks Benefits

    Open Workspace

  • Professional Development

    Apprenticeship Program, Job Training, Mentorship Program

  • Work-Life Balance

    Flexible Hours, Work from Home

Read More

Description

Job Title: Financial Advisor

Location: Makati

Company: Pru Life UK

Employment Type: Full-Time / Part-Time / Commission-Based


We are looking for motivated and purpose-driven individuals to join our team as Financial Advisors. As an FA, you will play a key role in helping clients achieve financial security and success through proper financial planning, investment strategies, and protection solutions.


  • Build and maintain long-term relationships with clients
  • Assess clients’ financial needs, goals, and risk tolerance
  • Recommend suitable insurance and investment products
  • Create personalized financial plans for clients
  • Educate clients on financial literacy and wealth management
  • Conduct regular reviews and updates to clients’ financial plans
  • Stay updated with financial products, market trends, and industry regulations
  • Attend training sessions, team meetings, and events

Requirements

  • Bachelor’s degree in any field (preferred but not required)
  • Sales experience or financial background is an advantage
  • Excellent communication and interpersonal skills
  • Self-motivated, goal-oriented, and coachable
  • Strong ethical standards and client-focused mindset
  • Must be willing to undergo training and licensing process
Interpersonal SkillsCommunication Skillstime managementwillingness to learnTech-SavyAdaptable to changeHigh EQhas IQhas mobility fundsHas a laptop
Preview

Erika Mae Baculo

Unit ManagerTrillion Jade - Pru Life UK

High response rate

Working Location

PruHouse, Ayala North Exchange Tower One

Posted on 07 April 2025

Report this job

Bossjob Safety Reminder

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
  • forces you to invest or raise funds,
  • collects illicit benefits,
  • or other illegal situations.