• Provide personalized financial planning and advice to clients.
• Assess clients' financial needs and goals.
• Develop investment strategies and portfolio management.
• Stay updated on financial trends and regulations.
• Build and maintain strong client relationships.
• Prepare and present financial reports.
• Conduct regular reviews of client portfolios.

Join Our Team as a Financial Wealth Planner!

Are you searching for a career that gives you freedom, unlimited income, and the chance to make a positive impact on people’s lives? Annapurna, a branch of FWD Life Insurance Philippines, is looking for Financial Wealth Planners—and we want YOU to be part of our success story!

Why Join Us?

• Freedom of Time: Say goodbye to the traditional 9-to-5! As a freelance Financial Wealth Planner, you’re in control of your schedule. Enjoy the flexibility to work around your personal commitments while building a rewarding career.
• Unlimited Income Potential: With our performance-based income model, your earning potential has no limits. The more effort and dedication you put in, the greater your income. Unlock opportunities to reach financial goals you’ve only dreamed of!
• Incentives and Bonuses: At Annapurna, we celebrate hard work. On top of competitive commission rates, we offer monthly, quarterly, and annual bonuses, travel incentives, and exclusive recognition programs for top achievers. We believe in rewarding excellence!
• Continuous Learning and Support: Benefit from ongoing training and mentorship programs. Whether you’re new to the industry or experienced, we equip you with the skills and support needed to succeed in the competitive world of financial planning.
• Make a Difference: This isn’t just a job; it’s a purpose-driven career where you’ll help individuals and families achieve financial security and peace of mind. Your guidance can make a lasting impact on their lives.

• Our company Black Orcas, is looking for fresh graduates who'd like to explore the career of being a financial advisor.
• Be part of our newest program - Fast track to Entrepreneurship!
• Understanding the financial situation, goals, values, and risk tolerance of clients is fundamental. Advisors often conduct in-depth interviews and assessments to gather relevant information.
• Advisors develop comprehensive financial plans tailored to individual or organizational needs. This may include budgeting, saving, investment planning, tax strategies, estate planning, and retirement funding.
• Financial advisors provide information and resources to educate clients about various financial topics, helping them make informed decisions.

REMOTE WORK OPPORTUNITIES

OPEN TO APPLICANTS RESIDING AT NCR AND NEARBY PROVINCES

Be part of a dynamic & successful sales team as a licensed ambassador of financial literacy! We are seeking Financial Advisors who have passion for driving sales and natural at meeting and exceeding quotas. PRU LIFE U.K. wants you.

• WORK-LIFE BALANCE with flexible working hours
• Attain high income potential and earn up to five years of passive commissions
• Faster Career Promotion based on performance
• Fun and inclusive workplace with diverse professionals from all fields
• 3 hours a day as part-timer / 6 hours a day as full-timer
• Hybrid set-up offering your flexibility and freedom
• Qualify for International Travel Incentives (Dubai, Alaska, Japan etc.)
• Global Exposure
• Awards and Recognitions
• Continuous personal and professional growth
• A coaching and mentoring environment to maximize your capabilities
• Retirement / Provident Fund, Group Life Insurance, and HMO

Jumpstart your career by engaging in the business of helping people

Did you know that being a Financial Advisor is at the number 1 spot for the 10 Best-Paying Jobs for Millennials?

Curious to be one? Good news! Our brand is expanding!

Do you want to have a rewarding career? Work and live with purpose? Travel in style? Lead a team?

Established in 1996, Pru Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and current market leader of unit-linked or investment-linked life insurance products, and is one of the first life insurance companies approved to market US dollar-denominated unit-linked policies in the country.

We take the risk out of people’s lives.

We are the trusted leaders who listen and respond to the financial needs of the Filipino people.

We are the People that DO.

Listening

Understanding

Delivering

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

- Securing stocks and bonds and establishing progressive savings accounts

- Moving money from accounts per industry and federal regulations

- Performing market research to stay current with financial trends

- Preparing financial documents, such as income projections and investment reports

- Maintaining compliance with all rules and regulations in the financial industry

- Identifying and pursuing potential clients to maintain a strong client base

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

- Securing stocks and bonds and establishing progressive savings accounts

- Moving money from accounts per industry and federal regulations

- Performing market research to stay current with financial trends

- Preparing financial documents, such as income projections and investment reports

- Maintaining compliance with all rules and regulations in the financial industry

- Identifying and pursuing potential clients to maintain a strong client base

• Provide personalized financial advice to clients regarding insurance and superannuation products.
• Analyze clients’ financial situations to develop tailored strategies for wealth accumulation and protection.
• Educate clients about insurance policies, investment options, and retirement planning.
• Collaborate with a strong team at Pru Life Insurance Corporation of U.K - Black Orcas, a leader in the insurance industry.
• Stay updated on industry regulations and market trends to ensure compliance and competitiveness.

This is a part-time remote role for a Financial Advisor at Pru Life UK - PH. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients.

The role involves helping clients make informed decisions about their finances and achieve their financial goals.

• Recommend solutions to clients in order to achieve their financial objectives
• Guide existing clients in making wise financial decisions across different life stages
• Prepare financial plans and check their accuracy
• Manage, Develop, and train a group of financial consultant
• Willing to attend online meetings and trainings
• Full-time or Part time
• Flexible work schedule
• Work from home
• 20k - 50k / monthly possible earnings
• Free Local & International travels

This is a WFH part-time role for Assistant Unit Managers at Pru Life UK - Imperium Blaze Branch. You will play a crucial role in providing exceptional financial advisory services to our clients, helping them achieve their financial goals and secure their financial future. This is an opportunity to work with a reputable financial services firm and make a positive impact on people's lives.

• Manage and grow a portfolio of clients for Manulife Philippines in the insurance & superannuation sector.
• Identify potential clients, present tailored insurance solutions, and drive sales conversions.
• Build strong partnerships, deliver excellent customer service, and meet targets.
• Stay informed on market trends and product knowledge to maintain a competitive edge.
• Adhere to industry regulations, maintaining the highest ethical standards.

The Financial Wealth Planner will be responsible for assisting clients in creating personalized financial plans, offering advice on investments, savings, retirement, and insurance options. This role involves building long-term relationships with clients, understanding their financial goals, and helping them achieve those goals through tailored financial strategies. The Financial Wealth Planner will also educate clients on financial planning and offer continuous support to help them stay on track.

• Develop relationships with automotive clients and understand their parts needs.
• Promote and sell automotive parts while educating clients on product benefits.
• Provide exceptional customer service and support throughout the sales process.
• Collaborate with the team to identify market trends and assist in marketing strategies.
• Maintain accurate records of sales and inventory levels.

Are you passionate about finance and helping others achieve their financial goals? We’re looking for driven and motivated individuals to join our team as Financial Advisors. No previous experience is required—just a strong desire to learn and grow in the financial industry!

Key Responsibilities:

• Provide clients with financial advice and help them plan for their future financial needs (retirement, education, investments, etc.).
• Build and maintain relationships with new and existing clients.
• Analyze clients' financial situations and recommend suitable products and services.
• Assist clients in understanding their financial options and guide them through the decision-making process.
• Stay up to date on financial markets, products, and services.
• Meet with clients to assess and review their financial goals and progress.
• Work with internal teams to provide tailored financial solutions.