Financial Consultant

Company Description

Red Lion Summit Life Insurance Agency (RLSLIA) is a general agency under Pru Life UK, established in 2021. With a mission to spread financial literacy and help individuals achieve their personal goals, RLSLIA has built a strong client base of over 10,000 clients and a team of 300+ agents.

Join us in securing families and in making an impact in their financial well-being. #RLSLIA #PruLifeUK #joinus.

Role Description

This is a part-time hybrid role for a Financial Consultant at Red Lion Summit Life Insurance Agency. The Financial Consultant will be responsible for:

• Explains the types of financial services to the clients
• Assess the client's financial situation to present a financial plan
• Develops financial strategy by guiding the clients to establish and achieve financial goals
• Client servicing

Qualifications

• Bachelor's Degree (any course)
• 1-2 years work experience is a plus
• Can devote 2 - 4hrs per day (flexible time schedule)
• Goal oriented and willing to be trained
• With reliable internet connection
• Residing in Metro Manila or nearby cities