Company Description

We are Lazurite Gold Life Insurance Agency, a General Agency of Pru Life UK

Role Description

This is a part-time hybrid role for a Financial Advisor at Lazurite Gold Life Insurance Agency. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. They will also offer financial advisory services and assist clients in making strategic financial decisions. This role is located in Calamba, but there is flexibility for some work from home.

Qualifications

• Financial Planning, Retirement Planning, and Financial Advisory skills
• Experience in finance and investments
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently and manage client relationships
• Knowledge of insurance products and services
• Professional certifications in finance or related fields are a plus

Please refer to job description.