Financial Consultant - Work from Home

Financial Consultant – Work from Home

Role at Pru Life UK

A Financial Advisor provides clients with expert guidance on managing their finances, including investments, savings, insurance, and retirement planning. The goal is to help clients achieve financial security and long‑term financial goals by offering tailored advice and financial products that suit their needs and life stages.

Responsibilities

• Assess clients' financial situation, goals, and risk tolerance through in-depth consultations.
• Create personalized financial plans covering budgeting, saving, investing, retirement, education, and insurance.
• Recommend suitable financial products such as life insurance, investment plans, health insurance, and retirement funds.
• Assist clients with policy applications, documentation, and claims.
• Conduct regular follow‑ups to review and update financial plans based on changes in client goals or mark...