Financial Wealth Planner - Part Time - Bulacan

Pru Life UK - Team Rhod

R$3-5K[月薪]
混合办公 - 马卡蒂1-3年经验本科兼职
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职位描述

福利待遇

  • 员工表彰与奖励

    业绩加成, 奖励机制

  • 健康保险

    健康保险, 健康维护组织

  • 其他

    企业社交活动, 办公室聚会

  • 职业发展

    导师计划, 职业发展

  • 工作生活两不误

    弹性时间, 居家办公

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职位描述

  • 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.

职位要求

  • 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
积极倾听沟通技能人际交往能力分析能力时间管理Sales/Negotiation SkillsProblem-solving适应性Professional Ethics
Preview

Rhodelyn Dorotan

Licensed Financial ConsultantPru Life UK - Team Rhod

三天内活跃

工作地址

7th Floor, Polaris Center Building

发布于 27 February 2025

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Pru Life UK - Team Rhod

其他

不超过50人

保险

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