PruLife UK - Team Jed Financial Consultant

PruLife UK - Team Jed

€786-1.6K[Mensual]

Hibrida - MakatiGraduado/Estudiante frescoBaceleroTiempo completo

Reconocimiento y Recompensas de Empleados
Comisión, Bono de rendimiento, Empleado del Premio Mes, Programa de Reconocimiento de Empleados, Regalos de Navidad, Incentivos, Regalos trimestrales
Seguro de salud y bienestar
HMO
Desarrollo profesional
Entrenamiento de Job, Desarrollo profesional
Balance de vida laboral
Cuidado Dependente, Horas flexibles, Trabajo desde casa

Provide expert financial advice to clients on investment strategies, tax planning, and retirement planning.
Analyze clients' financial status and develop personalized financial plans.
Monitor and review financial portfolios regularly to ensure alignment with client goals.
Educate clients on financial products and services.
Build and maintain strong client relationships for long-term success.

Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or related field.
Experience Level: Fresh graduates or students with relevant internships encouraged to apply.
Skills and Competencies: Proficient in online sales, telemarketing, and fund sales techniques.
Responsibilities and Duties: Provide financial advice, engage clients, and promote financial products.
Working Conditions: Office or remote work with flexible hours; may involve client meetings.
Qualities and Traits: Excellent communication skills, strong analytical thinking, and customer-oriented approach.

Ventas en líneaTelemarketingVentas de fondos