Part-Time Financial Consultant - Pru Life UK (Remote from Bali, Indonesia)

As a Part-Time Financial Consultant at Pru Life UK, the #1 life insurance company in the Philippines, you'll help clients secure their financial future while enjoying the flexibility of working remotely from Bali, Indonesia. In this role, you'll use tools like Salesforce and Microsoft Office Suite to manage client interactions, analyze financial data, and provide personalized financial advice.

Join our team in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, and be part of a company that values innovation, integrity, and excellence. We offer a supportive work environment, competitive benefits, and the opportunity to grow your career in the dynamic world of financial services.

📋 Tanggung Jawab Pekerjaan

• Manage client interactions and maintain accurate records using Salesforce.
• Analyze financial data and provide personalized financial advice to clients.
• Assist in the preparation and presentation of financial reports using Microsoft Office Suite.
• Stay updated with industry trends and regulatory changes in the Philippines insurance market.
• Collaborate with the marketing team to develop and implement financial education programs.
• Participate in team meetings and contribute to the development of sales strategies.
• Provide excellent customer service and build strong client relationships.
• Ensure compliance with all relevant laws and regulations.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 2 years of experience in financial services or a related field.
• Certification in financial planning or insurance (e.g., CFP, CISR) is a plus.
• Proficient in Salesforce and Microsoft Office Suite.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Fluency in English, both written and spoken.

🛠️ Keahlian

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