Financial Advisor - WFH
Part-time
PRULIFE UK - Team Kristine Ann
- As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies to help them achieve financial security and success.
- Client Relationship Management:
- Build and maintain relationships with individual and corporate clients.
- Conduct financial needs analysis to understand clients’ goals and risk tolerance.
- Provide ongoing support and updates to clients as their financial situations evolve.
- Financial Planning and Advisory:
- Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
- Offer advice on risk management and wealth-building strategies.
- Educate clients about market trends, product offerings, and financial best practices.
- Sales and Business Development:
- Proactively identify new clients through networking, referrals, and lead generation.
- Present and promote financial products that align with clients' needs.
- Meet or exceed sales targets and contribute to the team’s overall performance.
- Training and Development:
- Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
- Obtain necessary certifications and licenses to practice as a financial advisor.
- Bachelor’s degree in any degree will be considered for qualified candidates
- Strong interpersonal and communication skills, both verbal and written.
- Analytical and problem-solving skills to assess client needs and provide suitable recommendations.
- Self-motivated, goal-oriented, and able to work independently or as part of a team.
- Sales experience is an advantage but not required—training will be provided.
- Open to fresh graduates and career shifters passionate about helping others achieve financial security.
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor - WFH in Philippines vacancy
- ...As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies...
- ...A PruLife UK Financial Consultant provides expert financial advice and solutions, helping individuals and businesses achieve their financial goals. They offer services in areas such as investments, insurance, retirement planning, and wealth management, tailoring strategies...
- ...Provide expert financial advice to clients regarding their investments and savings. Develop and maintain client relationships through excellent communication and customer service. Conduct financial assessments and provide tailored recommendations to meet clients'...
- ...As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies...
- ...Description Provide financial planning and investment advice to clients. Build and maintain strong client relationships through effective communication. Assist clients in identifying their financial goals and objectives. Stay updated on financial products and...
- ...Assess clients' financial needs, goals, and risk tolerance. Develop customized financial plans, including investments, insurance, and retirement strategies. Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies. Monitor...
- ...Assist clients with their financial planning and investment strategies. Provide education on financial products and services. Develop... ...effectively. Why should you become a Sun Life Financial advisor? As a Sun Life Financial advisor, you manage your own...
- ...Description Provide financial advice to clients based on their financial situation and goals. Assist clients in developing a personalized financial plan. Monitor and review clients' financial progress regularly. Educate clients about investment strategies and...
20000 - 100000 Php
...RGENT HIRING – WORK FROM HOME Position: Financial Advisor Company: Pru Life UK – Orion Summit LIA Location: Remote We’re expanding... ...Willing to be trained and licensed Perks & Benefits: WFH with flexible hours (at least 2 hrs/day) Earn ₱20K–₱100K+ monthly...- ...We are currently looking for a new batch of Financial Advisors to join our growing team! If you are up for a new career, willing to learn... ...necessary Possess interpersonal skills Strong communication abilities Able to work either full-or part-time on a WFH setup...
- ...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...
- ...Looking for a side hustle that offers high income potential and time flexibility? What we do as a Financial Advisor? Attend online trainings WFH set up Do client presentations Unlimited commissions and incentives Enjoy local and international travels Potential...
- ...As a Financial Advisor, you will: Guide clients in creating smart financial plans for protection, savings, and investments Offer solutions such as life insurance, education plans, health protection, and retirement planning Build long-term client relationships...
- ...A Financial Advisor helps clients achieve their financial goals by providing personalized advice and strategies on investments, insurance, retirement planning, and other financial matters, while also educating clients on financial products and services. Bachelor's Degree...
- ...We are looking for driven and client-focused Financial Advisors to join our team. In this role, you will work directly with clients to provide expert financial advice and personalized life insurance solutions. You will have the opportunity to build relationships,...
20000 - 40000 Php per week
...insurance agency dedicated to providing innovative life insurance and financial planning solutions. Our mission is to empower clients with the... ...We are looking for a motivated and client-focused Financial Advisor to join our team at PRU LIFE UK - TEAM KEZIA In this role, you...- ...What You’ll Do ◦ Help individuals and families secure their financial future. ◦ Assess clients’ financial goals, needs, and risk profile. ◦ Recommend insurance, savings, and investment solutions. ◦ Educate clients about financial planning and protection strategies...
- ...ready to take your career to the next level in a role that offers flexibility, purpose, and uncapped income potential? At JAMCI Financials, we are committed to empowering individuals to build successful advisory practices through comprehensive training, strong...
- Where you can help protect Filipino families while building your own income and long-term career growth. You help people protect their future and grow their finances You earn while making a difference You build a career with purpose and flexibility And yes,...
- ...We are looking for motivated and growth-oriented individuals to join the Pruventure Program as Financial Advisors. This role focuses on helping clients build financial security through proper planning, protection, and long-term wealth strategies while developing a rewarding...
- ...Description Provide financial planning advice to clients on investments, pensions, and estate planning. Analyze financial information obtained from clients to develop strategies for meeting their financial objectives. Build and maintain client relationships through...
- ...A financial advisor helps clients manage their finances by offering personalized advice on investments, retirement planning, insurance, taxes, and estate planning. They assess clients' goals, create tailored financial plans, recommend appropriate investment strategies,...
- ...As a Financial Advisor, your role is to help clients make smart financial decisions by offering advice on planning, investments, insurance, and other financial solutions. You’ll work closely with clients to understand their goals and create strategies to help them achieve...
- ...Description Provide comprehensive financial advice to clients based on their financial goals. Develop and manage long-term relationships with clients through excellent service and support. Conduct thorough analyses of clients' financial situations and create tailored...
- ...Are you someone who enjoys meeting new people and listening to their stories? Are you a natural problem-solver who sees a financial gap and immediately starts building a bridge? Are you unfazed by the word "No" because you know every "Yes" changes a life? If so, you...
- ...Provide personalized financial advice and investment strategies to clients. Analyze financial data and prepare detailed financial plans... ...available to them. Requirements Job Title: Financial Advisor Job Function: Financial Advisor Responsibilities and Duties...
- ...Description Provide expert financial advice and investment strategies to clients. Analyze financial data to create comprehensive financial plans. Build and maintain strong client relationships through effective communication. Stay updated with market trends...
- ...Provide personalized financial advice to clients. Analyze financial data and assess clients' needs. Create and implement investment strategies. Educate clients on financial products and market trends. Build and maintain strong client relationships. Monitor...
- ...Advise clients on financial planning and investment opportunities to meet their financial goals. Conduct thorough needs analysis and... ...(financial planning, personality development, estate planning, advisor development courses, etc.), mentorship, peer support. You keep...
- ...Provide personalized financial advice to clients based on their individual financial needs. Develop and maintain long-term relationships with clients to help them reach their financial goals. Anayze financial information obtained from clients to develop strategies...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - WFH. Be the first to apply!
