Career

Orientation With
PRU LIFE
Golden One UK
Summit Life Insurance Agency
3rd floor, Goodwill Building, 393 Sen. Gil Puyat Ave., Bel-air Makati
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Career
Orientation With
PRU LIFE
Golden One UK
Summit Life Insurance Agency
3rd floor, Goodwill Building, 393 Sen. Gil Puyat Ave., Bel-air Makati
Heavenly Father,

As we gather in the harbor of Your safety, we thank You for

fellowship and family. We ask that You bless our gathering with
unity, hope and vision, and that Your goodness and love may be
amongst us today.

This we ask in Your most Holy name,

Amen.
Career
Orientation With
PRU LIFE
Golden One UK
Summit Life Insurance Agency
3rd floor, Goodwill Building, 393 Sen. Gil Puyat Ave., Bel-air Makati
 John Phaul Tumambing
Career Financial Consultant
Golden One Summit Life Insurance Agency
Orientation With
PROFILE
PRU LIFE U.K. • Former Billing Associate
• Associate Software Engineer in IT Company
• Financial Consultant Coded last December 2021

RECOGNITIONS
• Top 1 Part Time Agent Branch Level (January 2022)
• Top Rookie Branch Level (January 2022)
• Top 2 Agent Unit Level (January 2022)
• Top Business Builder Unit Level (February 2022)
• Top 3 Agent Unit Level (Feb 2022)
• Top 7 Part Time Agent Branch Level (Feb 2022)

TRAVEL INCENTIVE

• Twin Lakes Tagaytay

• Boracay
 AGENDA FOR TODAY - 5Cs

Company Career Compensation Challenges Commitment

 What Organization
Company
Am I Joining?
Who is PRU LIFE U.K.
Philippine subsidiary of Prudential plc
of the United Kingdom.

Established in 1996 and has consistently

ranked among the top 5 industry players
since 2001.

Our Fund Manager, Eastspring

Investments (Singapore), Limited is the
largest in Asia

Pioneered the variable insurance which

totally changed the insurance industry
landscape

Financial literacy is one of our many

advocacies
1 PRU LIFE UK IS
NUMBER 1
IN 2020
 WHO IS OUR
FUND MANAGER?

#1
5 out of the
past 6 years

USD 24
195bn Year
s

3
Out of the
Assets Operating History
past 4 years
Under
Management
1 Leading playerinAsia

EastspringInvestmen
t s
 EASTSPRING

1 INVESTMENTS IS
NUMBER 1
IN ASIA
FIRST TO OFFER
VUL PRODUCTS
THE
ALEXANDRITE 2
DISTRICT

The LARGEST and the

NUMBER 1 district of
Pru Life UK
THE GOLDEN ONE
SUMMIT LIFE
INSURANCE
AGENCY

Established last 2020 and

became the TOP 4
BRANCH nationwide during
the same year.
THE GOLDEN ONE SUMMIT
LIFE INSURANCE AGENCY
Career

What Would
I Be
Doing?
WHAT IS THE
CAREER
PROPOSITION?
YOU WILL
BECOME A
LICENSED
FINANCIAL
CONSULTANT!
 Did you know?
109,000,000 Filipinos in total
but only 1% are insured

In the and more than 95% have insurance.

In almost all Japanese have at least 2 insurance policies.

In and people line up in malls so they can get

a quote from an Insurance Advisor.
 TWO-FOLD OPPORTUNITY

SHARE BUILD
Share the importance Build a group of
of proper Financial professional Financial
Planning Advisors
 TWO-FOLD OPPORTUNITY
SHARE THE IMPORTANCE OF FINANCIAL
PLANNING
● Family Protection ● Critical Illness Benefit
What if I die too early? If I get diagnosed today, am I prepared
financially?

● Education Funding ● Investment Builder

How can I give the best education for my How can I make my money work for me?
children?

● Retirement Funding ● Estate Planning

How can I enjoy my retirement years? If I die, how will my family settle the estate tax?
 Where do people save? In the Bank!
Regular Savings Account Pru Life UK Savings Account

P 5,000/month P 5,000/month
X12 X12
P60,000 P60,000
+ interest in one year + interest in one year

Diagnosed with critical illness Diagnosed with critical illness anytime

after a year
P2,000,000 Critical illness Benefit
Available immediately
0 balance P1,000,000 Accident Benefit
Available immediately
P1,000,000 Disability Benefit
Available immediately
P4,000,000 Death Benefit
Available immediately
 Well, if nothing happens...
Regular Savings Account Pru Life UK Savings Account

P 5,000/month P 5,000/month
X12 X12
P60,000 P60,000
+ interest in one year + interest in one year

If nothing happens If nothing happens

P960,000 + Educated Fund P1,188,747 Education Fund
Available on Year 16 Available on Year 16

P1,800,000 + Retirement Fund P5,535,790 Retirement Fund

Available on Year 30 Available on Year 30
Which is the better way to save?
PRU LIFE
U.K.!
 Sample Savings Program with Insurance

Juan Dela Cruz, 25

Benefits 3000/Month 5000/Month 10000/Month

Death Benefit 2,000,000 3,000,000 4,000,000

Disability 500,000 1,000,000 2,000,000
Accident 500,000 500,000 1,000,000
Critical Illness 500,000 700,000 1,000,000
Premium Waiver Included Included Included

Projected Fund Values at age 35 357,956 625,164 1,320,586

Projected Fund Values at age 40 792,323 1,380,409 2,911,221
Projected Fund Values at age 45 1,472,139 2,568,153 5,431,985
Projected Fund Values at age 60 6,646,187 11,733,676 25,304,073
 TWO-FOLD OPPORTUNITY
BUILD A GROUP OF PROFESSIONAL FINANCIAL CONSULTANTS

Do you know people who

would want to improve
their Income?

Do you have friends who

have the heart to help
others?
 TOP 6 REASONS WHY
PEOPLE JOIN PRU
1. To have a better quality lifestyle by earning more.
2. To be recognized and get more perks not available in current job.
3. To be their own boss and better manage their time while still earning big.
4. To achieve their fullest potential by learning new skills.
5. To travel and see the world for free.
6. To be an advocate for financial literacy.
Compensation

Earn as a
Financial Professional
And
Businessperso
n
Income Selling
Up to 45% Commission Per Sale

CLIENT SAVES:
P5,000.00 monthly or P60,000.00 annually

YOU EARN:
P2,250.00 monthly or P27,000.00 annually
 Who among your friends/Relatives/Officemates will
find value in getting this plan?
Friends Relatives Officemates
1. Denise P 5000/Month 1. Nathan P 5000/Month 1. Bryan P 5000/Month

2. Diane P 5000/Month 2. Mean P 5000/Month 2. Andrea P 5000/Month

3. Gabriel P 5000/Month 3. Gabby P 5000/Month 3. Mark P 5000/Month

4. Oscar P 5000/Month 4. Marisa P 5000/Month 4. Loi P 5000/Month

5. Daniel P 5000/Month 5. Tommy P 5000/Month 5. Zeny P 5000/Month

Php 5,000 monthly premiums Php 2,250.00 monthly commissions per

x 45% client
x 15 clients
= Php 2,250.00 monthly commissions per = Php 33,750.00 monthly
client commissions
 Income Agency Building
ASSISTANT UNIT MANAGERS
MANAGING PEOPLE

AUM

Agent Agent Agent

AUM earns 10.0% overrides on the FYC of the managed

agents.
 SAMPLE OVERRIDE FROM 1
AGENT

Invited Agent earns

Php 100,000
in First Year
Commissions

10.0% Override AUM Income: Php 10,000

Career Track

Branch Manager
(5 years)
1M - 3M/mo
Unit Manager
(2 years)
200k - 700k/mo
Assistant
Unit Manager
(3 months)
Agent 80k - 150k/mo
30k - 100k/mo
Career Track

Agent
Career Track

Assistant Unit
Manager
Career Track

Unit
Manager
Career Track
Branch
Manager
Productivity

Time
Flexibilit
y
Time
Flexibilit
y
Work anytime, anywhere
 Proprietary + Confidential

Time
Flexibilit
y
Do Pru Life UK even if you are a
business owner
Time
Flexibilit
y
Experience quality time with your
family
Time
Flexibilit
y
Do the things you love while doing
Pru Life UK
Mission
Mission
 Proprietary + Confidential

Recognition
A2D Final Dash |
SMX Convention Center Aura 2019
 Proprietary + Confidential

Recognition
National Day Awards | Solaire 2020
 Proprietary + Confidential

Recognition
Prudence Ball | Makati Shangri-la 2020
 Proprietary + Confidential

Recognition
President’s Club | Paris, France 2019
 Proprietary + Confidential

Recognition
Breakthrough Boundaries Conference
| Kuching, Malaysia 2020
 Proprietary + Confidential

Personal
Development
Financial Seminar for Public School
Teachers | March 2021
 Proprietary + Confidential

Personal
Development
Online Financial Seminar for IT
Auditing Company | March 2020
 Who wants to travel?
FOR FREE? WITH YOUR LOVED ONES?
FREE Travel
Incentives
Madrid, Spain 2018
FREE Travel
Incentives
Paris, France 2019
FREE Travel
Incentives
Nagoya, Japan 2019
FREE Travel
Incentives
Beijing, China 2019
FREE Travel
Incentives
Europe trip with Mom 2019
 2022 STARCLUB INTERNATIONAL CONVENTION
SLOVENIA
● 1999 - Las Vegas, NV, USA
● 2000 - Gold Coast, Australia
● 2001 - Phuket, Thailand
● 2002 - Barcelona, Spain
● 2003 - Milan, Italy
● 2004 - Capetown, SouthAfrica
● 2005 - Beijing, China
● 2006 - Athens, Greece
● 2007 - Lucerne, Switzerland
● 2008 - Toronto, ON, Canada
● 2009 - Moscow & St. Peterburg,
Russia
● 2010 - London, UK
● 2011 - Helsinki, Finland & Stockholm,
Sweden
● 2012 - Jerusalem, Israel
● 2013 - 7 Night European Cruise,
Spain, France Italy
● 2014 - Paris, France
● 2015 - Turkey, Greece, Croatia
Cruise
● 2016 - Vienna and Salzburg, Austria
● 2017 - London and Scotland
● 2018 - Iceland
● 2019 - Rome, Italy
● 2020 - Alaskan Cruise
● 2021 - Switzerland
● 2022 – Slovenia
● 2023 - Iceland
1 – Extra Income
2 – Time Flexibility
3 – Mission
4 – Recognition
5 – Personal Development
6 – Travel Incentives
CHALLENGE
S I don’t have the
market
I don’t have
sales
background

I’m too busy

with work
I’m an
introvert
 Mayrose C. Royong
Career Assistant Unit Manager
Golden One Summit Life Insurance Agency
Orientation With
PROFILE
PRU LIFE U.K. • Graduated BEED Major in General Content from St. Dominic College
of Asia| May 2017
• Licensed Professional Teacher | September 2017
• Former Public School Teacher at DepEd Dasmarinas
• Full-time Financial Advisor | March 2021
• Certified Investment Advisor | November 2021

RECOGNITIONS
• Top 2 Agent - Unit Level | May 2021
• Top 7 Agent - Branch Level | May 2021
• 1- Star Life Club Qualifier (Quarter 2)
• Active Rookie Club Qualifier
• Core Leader Award
• Most Active Agent (October - November 2021)
• Top 3 Full time Agent - Branch level | January 2022
• Top 3 Agent - Unit Level
• 200k Club Qualifier
• Top 1 - Unit Business Builder
GIVE US A SHORT
BACKGROUND ABOUT
YOURSELF AND WHAT
MADE YOU DECIDE TO BE
A FINANCIAL
CONSULTANT?
BEFORE PRU
BEFORE PRU
WHAT DO YOU LIKE MOST
ABOUT BEING A
FINANCIAL CONSULTANT?
DURING PRU – TIME FREEDOM
DURING PRU – TIME FREEDOM
DURING PRU – INCOME
DURING PRU – INCOME
DURING PRU – PERSONAL GROWTH AND RECOGNITION
DURING PRU – PERSONAL GROWTH AND RECOGNITION
DURING PRU – PERSONAL GROWTH AND RECOGNITION
WHAT WERE THE CHALLENGES
THAT YOU ENCOUNTERED IN
THE BEGINNING OF YOUR
CAREER AND HOW DID YOU
OVERCOME THEM?
CHALLENGE – KNOWLEDGE
AND SKILL
CHALLENGE – KNOWLEDGE
AND SKILL
CHALLENGE – KNOWLEDGE
AND SKILL
CHALLENGE – TIME
CHALLENGE – MARKET
WORDS OF
ENCOURAGEMENT
FOR OUR ASPIRING FINANCIAL
CONSULTANTS?
 WORDS OF ENCOURAGEMENT

“If somebody offers you an amazing

opportunity but you are not sure you can do
it, say yes – then learn how to do it later!”
― Richard Branson
Career
Orientation With
PRU LIFE
Golden One UK
Summit Life Insurance Agency
3rd floor, Goodwill Building, 393 Sen. Gil Puyat Ave., Bel-air Makati
 What do I need to do
to be SUCCESSFUL?

Commitment
 Proprietary + Confidential

Interview Sheet
 Proprietary + Confidential

Interview Sheet
 Proprietary + Confidential

Interview Sheet Link: https://tinyurl.com/GOLDSLIAInterviewSheet

Roadmap

1 Attend our Free Career Orientation

We will discuss about the Company, Career and

Compensation.
1. Give your full name and contact details.
2. Choose a schedule
Weekdays: Tuesdays 7:00 PM – 8:30 PM via Zoom
Weekends: Saturday 2:00 PM - 3:30 PM via Zoom
Roadmap

2 Register to IC Exam and Debriefing

How to Register:

1. Pay the IC licensure exam fee of Php 1,010.00.

2. Submit the requirements sent in your PLUK email 1 week before your scheduled debriefing
and pay Php 1,500.00 for debriefing fee and Php 1,530.00 for licensing fee.

3. Attend the Online Debriefing

Sunday 1:00 PM to 6:00 PM via Zoom
Roadmap

3 Start your Online Module (Rookie Onboarding Program 1) and attend Online Training
(Instructor-Led Training)

How to Register:

1. Create a gmail Account with this format: PLUKFirstNameLastName@gmail.com

Example: PLUKJuanDelaCruz@gmail.com

2. Start your online module.

3. Select your preferred date of online training.

1 whole day
Or 2 half days
 Proprietary + Confidential

Feedback from the Participants

Quick tips to jumpstart your career in Pru

1. Pay the IC exam and debriefing

2. Focus on first 5 people to offer our products.
3. Focus on first 5 people to join our team.
4. Start your Pru branding activities.
5. Attend trainings.
Thank you!