Financial Consultant
PruLife UK - Team Jed
Descrição do Trabalho
Benefícios
Recompensas e reconhecimento de funcionário
Comissões, Bônus de desempenho, Funcionário do prêmio do mês, Programa de reconhecimento de funcionário, Presente de Feriado, Incentivos, Presente Trimestral
Saúde e Bem-Estar
HMO
Desenvolvimento Profissional
Treinamento de Trabalho, Desenvolvimento Profissional
Balanço de Vida
Cuidado dependente, Horas Flexíveis, Trabalho de casa
Descrição:
- 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.
Requisito
- 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.
Jade Calabag
OwnerPruLife UK - Team Jed
Local de trabalho
7th floor, Polaris
Postado em 12 March 2025
Financial Consultant
SunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.)R$2.5-3.1K[Mensual]
Híbrido - Makati<1 ano de experiênciaBacharelTempo Inteiro
Carlie OmanaHR Officer
Client Finance Specialist
SysgenR$3.4-3.8K[Mensual]
Híbrido - Makati1-3 Anos ExpEdu não necessárioTempo Inteiro
BossHR Manager
Financial Solutions Consultant - Makati City
Pru Like UK - Team MarkR$5.6-6.1K[Mensual]
Híbrido - Makati1-3 Anos ExpBacharelTempo Inteiro
Mark Anthony RamosFinancial Advisor
Financial Consultant
PruLife UK - Team JedR$3.1-6.1K[Mensual]
Híbrido - MakatiGraduação/Aluno FrescoBacharelPar-horário
Jade CalabagOwner
Financial ConsultantUrgente
PruLife UK - Team ArnelR$4.1-7.1K[Mensual]
Híbrido - MakatiGraduação/Aluno FrescoBacharelTempo Inteiro
Arnel IntingHR Officer
Sign In to Chat with Boss
Bossjob Safety Reminder
If the position requires you to work overseas, please be vigilant and beware of fraud.
If you encounter an employer who has the following actions during your job search, please report it immediately
- withholds your ID,
- requires you to provide a guarantee or collects property,
- forces you to invest or raise funds,
- collects illicit benefits,
- or other illegal situations.
