Financial Consultant / Assistant Unit Manager / Unit Manager
Pru Life UK - Tridents Financial Consultancy
Remote Details
Open Country：Philippines
Language Requirements：Filipino
Job Description
Benefits
Allowances
Telecommunication Allowance
Employee Recognition and Rewards
Equity Incentive Plan, No Monitoring System, No Politics at Work, Performance Bonus
Insurance Health & Wellness
Disability Insurance, Fertility Assistance, Supplemental Life Insurance, Vision Insurance, Health Insurance, Life Insurance
Perks Benefits
Equity Incentive Plan
Professional Development
Career Development
Time Off & Leave
Maternity & Paternity Leave, Unlimited or Flexible PTO
- Assess clients’ financial needs, goals, and overall financial situation
- Provide tailored financial planning solutions and product recommendations
- Educate clients on savings strategies, insurance options, and investment opportunities
- Build, strengthen, and maintain long-term client relationships
- Ensure full compliance with company policies and industry standards
- Stay updated through continuous learning and professional development
- Enjoy FREE comprehensive training programs to help you excel in the role
Job Requirements
- Graduate of any four-year course (no specific major required)
Renzy Mateo Calimbas
Unit ManagerPru Life UK - Tridents Financial Consultancy
Active within seven days
Posted on 25 Nov 2025
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Pru Life UK - Tridents Financial Consultancy
Other
501-1000 Employees
Insurance & Superannuation
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