Financial Consultant

Pru Life UK - Red Spinel -Team Sarah Joy

₱30-60K[Monthly]
RemoteFresh Graduate/StudentBachelorPart-time
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish

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

    No Monitoring System, Performance Bonus

  • Professional Development

    Career Development

  • Time Off & Leave

    Unlimited or Flexible PTO

Description

  • We are seeking a knowledgeable, client-focused Financial Consultant to join our team. In this role, you will work directly with clients to understand their financial goals, develop customized plans, and provide expert advice on investments, retirement planning, insurance, estate planning, and other financial matters.


Key Responsibilities

  • Assess clients' financial goals and develop strategic financial plans
  • Provide guidance on investment strategies, portfolio management, and financial products
  • Monitor and adjust client portfolios to align with changing needs and market conditions
  • Educate clients on budgeting, savings, taxes, and insurance planning
  • Maintain strong client relationships through regular reviews and communication
  • Ensure compliance with financial regulations and industry standards
  • Collaborate with other financial professionals as needed 


Career Perks

  • Permanent WFH
  • Willing to be trained FREE online
  • With stable internet connection
  • Hybrid set up (work-frome-home)
  • Not involved in networking
  • Fresh graduate are welcome to apply

Requirements

  • Graduate of any 4 year course
  • Willing to be trained FREE online
  • With stable internet connection
  • Hybrid set up (work-frome-home)
  • Not involved in networking
  • Fresh graduate are welcome to apply
Consultative SalesOnline Sales
Preview

Sarah Joy Simangan

HR ManagerPru Life UK - Red Spinel -Team Sarah Joy

Active within three days

Posted on 02 July 2025

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