Financial Consultant - Part Time - Bulacan

Pru Life UK - Team Rhod

₱20-40K[Mensual]
RemotoSem necessidade ExpBacharelPar-horário
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Detalhes remotos

Abrir País：Filipinas

Requisitos de Idioma：Portuguese-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

    Bônus de desempenho

  • Saúde e Bem-Estar

    Seguro de saúde

  • Desenvolvimento Profissional

    Desenvolvimento de Carreira

  1. Assess clients' financial needs, goals, and risk tolerance.
  2. Develop customized financial plans, including investments, insurance, and retirement strategies.
  3. Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
  4. Monitor and update clients' financial plans based on market trends and life changes.
  5. Educate clients on financial concepts and risk management
  6. Maintain long-term relationships with clients and provide ongoing support.

  • - Graduate of at least any 4-year course
  • - With internet connection
  • - Preferably with laptop or tablet device
  • - Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
  • - No experience required

    • Ouvindo ativoHabilidades de ComunicaçãoHabilidades InterpessoaisAnalytical ThinkingGerenciamento de TempoSales/Negotiation SkillsProblem-solvingAdaptabilidadeProfessional Ethics
    Preview

    Rhodelyn Dorotan

    Licensed Financial ConsultantPru Life UK - Team Rhod

    Postado em 10 March 2025

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