Financial Consultant - WFH

Pru Like UK - Team Mark

₱40-75K[Mensual]
RemotoGraduação/Aluno FrescoBacharelTempo Inteiro
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Detalhes remotos

Abrir PaísFilipinas

Requisitos de IdiomaPortuguese-Brazil | Tagalog

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Descrição do Trabalho

Financial advisorMarketingGestão de Riqueza

Descrição:

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.


  • Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
  • Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
  • Relationship Management: Build and maintain long-term relationships with clients to ensure ongoing satisfaction and continued business.
  • Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
  • Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.

Requisito

  • This is an exciting opportunity for recent college graduates with a passion for finance, customer service, and helping people achieve their financial goals.


Preview

Mark Anthony Ramos

Financial Advisor Pru Like UK - Team Mark

More than ten replies today

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho, Bônus de desempenho

  • Saúde e Bem-Estar

    HMO, Seguro de Vida

  • Desenvolvimento Profissional

    Career Development

Postado em 10 December 2024

Pengingat Keamanan Bossjob

Jika posisi tersebut mengharuskan Anda bekerja di luar negeri, harap waspada dan waspada terhadap penipuan.

Jika Anda bertemu dengan perusahaan yang melakukan tindakan berikut selama pencarian kerja Anda, tolong segera laporkan

  • menahan ID Anda,
  • mengharuskan Anda untuk memberikan jaminan atau mengumpulkan properti,
  • memaksa Anda untuk berinvestasi atau mengumpulkan dana,
  • mengumpulkan keuntungan terlarang,
  • atau situasi ilegal lainnya.