PRU Life UK - Team JP Financial Advisor (WFH/Part-time)

Financial Advisor (WFH/Part-time)

PRU Life UK - Team JP

₱15-30K[Mensual]

RemotoNo se requiere ExpBaceleroParte-tiempo

Detalles remotos

Abrir país：Filipinas

Requisitos de idioma：Inglés | Tagalog

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Descripción del trabajo

Descripción

Assess clients' financial needs, goals, and risk tolerance.
Develop customized financial plans, including investments, insurance, and retirement strategies.
Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
Monitor and update clients' financial plans based on market trends and life changes.
Educate clients on financial concepts and risk management
Maintain long-term relationships with clients and provide ongoing support.

Requisito

Graduate of at least any 4-year course
With internet connection
Preferably with laptop or tablet device
Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
No experience required

Personas orientadasWilling to be trained