Pru Life UK - Team Rhod Financial Advisor

Financial Advisor - Part Time

Pru Life UK - Team Rhod

₱35-60K[Mensual]

Remoto1-3 años de experienciaBaceleroParte-tiempo

Detalles remotos

Abrir país：Filipinas

Requisitos de idioma：Inglés | Tagalo

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Descripción del trabajo

Beneficios

Reconocimiento y Recompensas de Empleados
Bono de rendimiento
Seguro de salud y bienestar
Seguro de salud
Desarrollo profesional
Desarrollo profesional

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.

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

Escucha activaHabilidades de comunicaciónHabilidades InterpersonalesHabilidades analíticasGestión del tiempoSales/Negotation SkillsProblem-solvingAdaptabilidadProfessional Ethics