Financial Advisor

Prulife UK - Northern Summit Life Insurance Agency

₱20-30K[Mensual]
RemotoSem necessidade ExpBacharelTempo Inteiro
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Detalhes remotos

Abrir PaísFilipinas

Requisitos de IdiomaPortuguese-Brazil | Tagalog

Este trabalho remoto está aberto para candidatos em países específicos. Por favor, confirme se deseja continuar, apesar das restrições de localização.

Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho, Funcionário do prêmio do mês, Programa de reconhecimento de funcionário, Incentivos, Presente Trimestral, Equipe distribuída, Bônus de desempenho

  • Saúde e Bem-Estar

    Seguro de Vida, HMO, Seguro de saúde, Seguro de Vida

  • Outros

    Festas do Escritório

  • Benefícios de Habilidades

    Abrir Workspace, Plano de aposentadoria

  • Desenvolvimento Profissional

    Treinamento de Trabalho, Programa de Mentorship, Desenvolvimento Profissional, Desenvolvimento de Carreira

  • Balanço de Vida

    Horas Flexíveis, Trabalho de casa

Ler Mais

We’re looking for a Financial Advisor to join our team. In this role, you’ll help clients plan their finances, make smart investments, and achieve their financial goals. You don’t need to leave your current job to start this exciting new opportunity.


Key Responsibilities:


  • Meet with Clients: Talk to clients to understand their financial needs and goals.
  • Create Financial Plans: Develop personalized plans to help clients save money, invest wisely, and prepare for the future.
  • Give Advice: Offer advice on insurance, investments, and other financial products.
  • Monitor Progress: Keep track of clients’ financial plans and suggest changes when needed.
  • Stay Updated: Keep up with the latest financial news and trends to provide the best advice.

- 4 year College Graduate of any course

- Willing to undergo training and coaching

- Strong Internet Connection

- With Laptop or Ipad or Tablet

- Must be a Filipino Citizen and resident, preferably NCR or nearby provinces

Gestão de RiquezaHabilidades de ComunicaçãoLiderançaTrabalho em equipeGerenciamento de Tempo
Preview

Ann Britney Agner

HR OfficerPrulife UK - Northern Summit Life Insurance Agency

Postado em 08 April 2025

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