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Financial Consultant (Work from Home: Part Time)

Part-time

Marknel Lawrence Panaglima Reyes - Insurance

Job Description

We are seeking motivated individuals interested in developing a career in financial services with Pru Life UK .

The role focuses on assisting clients in understanding their financial needs, exploring insurance options, and identifying suitable financial protection solutions.

This opportunity is open to fresh graduates, working professionals, and career shifters interested in client relationship management and financial planning.

Key Responsibilities
  • Participate in required training and professional development activities.

  • Conduct financial needs assessments and client consultations.

  • Explain available insurance and financial protection solutions based on clients' needs.

  • Assist existing clients with policy servicing, updates, and claims-related inquiries.

  • Build and maintain professional relationships with clients.

  • Maintain accurate records of client consultations and related activities.

Compensation and Benefits
  • Performance-based compensation based on individual results.

  • Flexible working arrangements.

  • Primarily remote work setup.

  • Professional training and mentorship.

  • Performance incentives and recognition programs, subject to qualification.

  • Career development opportunities.

  • Access to applicable company programs and benefits, subject to eligibility.

Qualifications
  • Graduate of a 4-year or 5-year college degree program.

  • Fresh graduates are welcome to apply.

  • Experience in sales, customer service, or financial services is an advantage but not required.

  • Good communication and interpersonal skills.

  • Willing to undergo professional training and complete the required Insurance Agent Licensure Examination.

  • Able to manage responsibilities independently.

  • Currently residing in the Philippines.

Work Arrangement

Location: Primarily Remote / Work From Home

Employment Type: Part-Time or Full-Time Opportunity

Schedule: Flexible working hours, subject to training and business requirements.

Application Process

Interested candidates may submit their applications through JobStreet.

Shortlisted applicants will be contacted for an initial screening to discuss their qualifications, role expectations, and the next steps in the application process.

Additional information may be requested during the recruitment process for qualification and eligibility assessment purposes.

Vacancy posted 1 day ago
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