Job Description

Company Description

Pru Life UK is a leading life insurance company in the Philippines with 30 years of operations and the country's largest agency force of more than 39,000 licensed financial advisers. The company pioneered investment-linked insurance products in the Philippines in 2002 and remains committed to providing accessible and affordable health and wealth protection solutions to Filipinos.

Pru Life UK is recognized as one of the top insurers in the country, ranking first in key industry metrics such as Total Renewal Premium Income from Variable Life Insurance Products and New Business Annual Premium Equivalent as of several years.

For six consecutive years, it has been awarded International Life Insurer of the Year for the Philippines. Headquartered in Uptown Bonifacio, Taguig City, Pru Life UK operates under the regulation of the Insurance Commission and offers customer support through its PRU Customer Assistance team and nationwide branch network.

Role Description This is a part-time remote role for a Financial Advisor at Pru Life UK. The Financial Advisor will engage clients to understand their financial goals and provide tailored recommendations on insurance, investments, and protection solutions. Daily responsibilities include conducting financial needs analysis, presenting suitable products, supporting clients with retirement and wealth planning, and maintaining ongoing client relationships. The role involves educating clients on financial literacy, monitoring their portfolios, and coordinating with internal teams to ensure accurate and timely service delivery. Financial Advisors are expected to adhere to regulatory requirements, maintain ethical standards, and participate in training and development programs provided by the company.

Qualifications

Ability to provide comprehensive Financial Planning and Financial Advisory services aligned with client goals.
Strong understanding of Finance and Investments to guide clients on building and protecting wealth.
Knowledge of Retirement Planning strategies to help clients prepare for long-term financial security.
Excellent communication, interpersonal, and client relationship management skills.
High level of integrity, professionalism, and commitment to ethical financial practices.
Ability to work independently in a remote setup, manage time effectively, and meet targets.
Relevant educational background in finance, business, economics, or a related field is an advantage.
Prior experience in financial services, insurance, or advisory roles and appropriate licensing (or willingness to obtain it) is beneficial.