Financial Consultant
Part-time
Pru Life UK - Team Cyra
-Explains the type of financial services to the clients.
-Assess the client's financial situation to present a financial plan
-Develops financial strategy by guiding the client to establish and achieve financial goal.
-Monitor client's financial situation.
-College graduate or graduating students of any 4-year course.
-Wfh set-up with flexible working hours
-Residing/near NCR
-Open for part-time and full-time
-No experience needed
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Philippines vacancy
- ...Life UK has the largest agency force of more than 39,000 licensed financial advisers and is an innovative force in the life insurance industry. This is a WFH part-time role for FINANCIAL CONSULTANT at Pru Life UK - Imperium Blaze Branch. You will play a crucial role...
- ~ 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...
10000 - 30000 Php per week
...POSITIONS AVAILABLE: Financial Consultant Assistant Unit Manager Insurance/ Investment Broker RESPONSIBILITIES: Provide expert guidance to clients to help them achieve their financial goals. Analyzing client information and future financial projections...30000 - 50000 Php
...Financial Sales Associate What's in it for you? Flextime Work from home Commission Quarterly performance bonus Cash incentives Life insurance Report only 2–3 times a month in the office Learning opportunities and in-house training Part-timers...- ...Provide expert financial advice and strategies to clients. Analyze financial data to identify trends and opportunities. Develop... ...or related field. Experience Level: 1-3 years of financial consulting experience preferred. Fresh graduates are welcome. Skills and...
- ...We are looking for motivated individuals to join our team as Remote Financial Consultants. This role involves helping clients plan their finances through insurance, savings, and investment solutions while working flexibly from home. Key Responsibilities: • Provide...
- ...As a Work from Home Financial Consultant at PruLife UK, you will assist clients in understanding their financial goals and provide tailored solutions to help them achieve those objectives. You will offer a range of financial products, including life insurance, investment...
- ...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...
20000 - 100000 Php
...Pru Life UK Work-from-Home | Part-Time / Full-Time Job Description: As a Financial Consultant, you will help clients achieve their financial goals by providing insurance and financial planning solutions tailored to their needs. The role involves building strong...30000 - 60000 Php
...Financial Advisor Opportunity (Commission-Based) Prime Summit Life Insurance Agency A Branch of Pru Life UK About the Opportunity We are offering a business opportunity, not employment. This role is for individuals who want to build a career as a Financial...- ...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 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...
50000 - 200000 Php
...Full job description We are seeking highly motivated and results-driven Financial Advisors to join our professional team. The successful candidate will be responsible for providing comprehensive financial planning and advisory services to clients, including investment...- ...WE ARE HIRING | FINANCIAL ADVISORS Looking for a meaningful career with unlimited income potential and flexible work arrangements? Join Pru Life UK and become a Financial Advisor who helps Filipino families protect their future, build wealth, and achieve financial...
- ...Prulife UK Financial Advisors help individuals and businesses with financial planning, offering a range of services such as insurance, investments, retirement planning, and wealth management. They work on building client relationships, assessing financial needs, and providing...
- ...A Financial Consultant provides expert financial guidance and solutions to clients, helping them make informed decisions to reach their financial goals. This involves analyzing financial data, assessing risk tolerance, developing comprehensive financial plans, and recommending...
- ...Analyze financial data to provide insights and recommendations. Develop financial plans tailored to client goals. Assist clients... ...preferred. Skills and Competencies: Proficient in consultative and online sales, telemarketing, and futures sales; people-oriented...
- ...Job Overview We are looking for motivated, goal-oriented, and people-focused individuals to join our growing team as Financial Consultants. In this role, you will help clients protect their financial future through insurance and investment-linked solutions while building...
- ...Pru Life UK Financial Advisors are trusted partners in securing brighter financial futures—for individuals, families, and businesses alike. We offer expert guidance in areas like insurance , investment planning , retirement preparation , and wealth management...
- ...Provide expert financial advice to clients on investments, insurance, and retirement planning. Analyze clients' financial situations and develop tailored financial strategies.Stay updated on market trends and financial regulations. Build and maintain strong client...
- ...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...
- ...A Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals. They assess clients' financial situations, recommend investment and insurance options, and develop customized financial...
- ...Description Provide expert financial advice to clients based on their individual financial goals. Analyze clients' financial status... .... Experience Level: 0–2 years of experience in financial consulting or a related field. Skills and Competencies: Strong...
- ...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, develop...
- ...Role Overview We are seeking dynamic, goal-driven, and results-oriented individuals to join our team as Financial Consultants / Unit Managers. This role combines financial advisory services, team leadership, and business development. You will help clients achieve their...
- ...flexible, purpose-driven career? Be part of Imperium Blaze Life Insurance Agency, under Pru Life UK, and help others secure their financial future—all from home! What You’ll Do: Guide clients toward their financial goals Offer tailored insurance & investment plans...
- ...A financial advisor's job is to help clients achieve their financial goals by creating personalized financial plans. ~21-45 years old ~4 year course graduate ~2 Saturday meetings ~ Good personal Character ~ With tablet or laptop ~ People who are willing to...
- 1. Help clients protect their income, health, and future through insurance solutions. 2. Assess clients' financial needs and recommend suitable insurance plans. 3. Educate individuals and families on financial protection and wealth-building strategies. 4. Build and...
- ...Description Analyze clients' financial needs and provide personalized investment strategies. Assist clients in budgeting and optimizing... ...customer loyalty. Requirements Job Title: Financial Consultant Job Function: Provide expert financial advice and services...
- ...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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
