Konsultan Kewangan - Separuh Masa - Bulacan
Pru Life UK - Team Rhod
Detalhes remotos
Abrir País：Filipinas
Requisitos de Idioma：Portuguese-Brazil | Tagalog
Descrição do Trabalho
Benefícios
Recompensas e reconhecimento de funcionário
Bônus de desempenho
Saúde e Bem-Estar
Seguro de saúde
Desenvolvimento Profissional
Desenvolvimento de Carreira
- Mengukur keperluan kewangan, matlamat, dan toleransi risiko pelanggan.
- Membangunkan pelan kewangan yang disesuaikan, termasuk pelaburan, insurans, dan strategi persaraan.
- Menawarkan produk kewangan yang sesuai seperti dana bersama, saham, bon, dan polisi insurans.
- Memantau dan mengemas kini pelan kewangan pelanggan berdasarkan trend pasaran dan perubahan dalam kehidupan.
- Mendidik pelanggan mengenai konsep kewangan dan pengurusan risiko.
- Memelihara hubungan jangka panjang dengan pelanggan dan memberikan sokongan berterusan.
Rhodelyn Dorotan
Licensed Financial ConsultantPru Life UK - Team Rhod
Postado em 10 March 2025
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