Consultor Financiero - Tiempo Parcial - Bulacan
Pru Life UK - Team Rhod
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
Benefits
Employee Recognition and Rewards
Performance Bonus
Insurance Health & Wellness
Health Insurance
Professional Development
Career Development
- Evaluar las necesidades financieras, objetivos y tolerancia al riesgo de los clientes.
- Desarrollar planes financieros personalizados, incluyendo inversiones, seguros y estrategias de jubilación.
- Recomendar productos financieros adecuados como fondos mutuos, acciones, bonos y pólizas de seguro.
- Monitorear y actualizar los planes financieros de los clientes basándose en tendencias del mercado y cambios en la vida.
- Educar a los clientes sobre conceptos financieros y gestión de riesgos.
- Mantener relaciones a largo plazo con los clientes y proporcionar apoyo continuo.
Rhodelyn Dorotan
Licensed Financial ConsultantPru Life UK - Team Rhod
Reply 1 Time Today
Posted on 10 March 2025
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Rhodelyn DorotanLicensed Financial Consultant
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