Financial Advisor - Muntinlupa
About Us: Premier Summit Life Insurance Agency Inc., affiliated with Pru Life UK, is dedicated to empowering Filipinos through financial education. Our team of over 200 licensed advisors, predominantly Millennials and Gen Zs, are committed to empowering all through expert financial planning.
Role Description: As a part-time remote Financial Advisor, you'll provide holistic financial planning, retirement advice, investment strategies, and financial guidance. Collaborate closely with clients to understand their needs, formulate tailored plans, and empower them to make informed financial decisions.
Qualifications:
- Graduate of any bachelor's degree.
- Ability to work independently and remotely.
- Excellent communication and interpersonal skills.
Tasks & Key Responsibilities:
- Conduct thorough assessments to understand clients' financial goals and help them achieve this.
- Develop and implement tailored financial plans and investment strategies.
- Provide continuous advice and support to clients, ensuring their financial plans align with their goals.
- Stay updated with financial markets, investment products, and regulatory changes.
- Build and maintain strong client relationships through regular communication and exceptional customer service.
What We Offer:
- Unlimited income potential (commission-based compensation scheme)
- Cash rewards and monthly & quarterly bonuses
- Comprehensive benefits package including Healthcare/HMO, group insurance, and retirement plans.
- Local & international VIP treatment and travel
- Continuous professional development and training opportunities. A supportive and dynamic work environment.
- Opportunity for career advancement within Pru Life UK and Premier Summit Life Insurance Agency.
How to Apply: Interested candidates are invited to apply online. Visit our website at https://www.prulifeuk.com.ph/ to learn more about our company and career opportunities.
Contact Information: For any inquiries, please contact our recruitment team at 09953093923 or email at [email protected].