Financial Wealth Planner - Part Time - Bulacan

Pru Life UK - Team Rhod

R$3-5K[Mensual]
Híbrido - Makati1-3 Anos ExpBacharelPar-horário
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Bônus de desempenho, Incentivos

  • Saúde e Bem-Estar

    Seguro de saúde, HMO

  • Outros

    Eventos Sociais da Empresa, Festas do Escritório

  • Desenvolvimento Profissional

    Programa de Mentorship, Desenvolvimento Profissional

  • Balanço de Vida

    Horas Flexíveis, Trabalho de casa

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Descrição:

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

Requisito

  • 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 InterpessoaisHabilidades analíticasGerenciamento de TempoSales/Negotiation SkillsProblem-solvingAdaptabilidadeProfessional Ethics
Preview

Rhodelyn Dorotan

Licensed Financial ConsultantPru Life UK - Team Rhod

Ativo dentro de três dias

Local de trabalho

7th Floor, Polaris Center Building

Postado em 27 February 2025

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