Financial Consultant - WFH

Pru Like UK - Team Mark

₱40-75K[Mensual]
RemotoGraduação/Aluno FrescoBacharelTempo Inteiro
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Detalhes remotos

Abrir PaísFilipinas

Requisitos de IdiomaPortuguese-Brazil | Tagalog

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Descrição do Trabalho

Financial advisorMarketingGestão de Riqueza

Descrição:

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.


  • Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
  • Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
  • Relationship Management: Build and maintain long-term relationships with clients to ensure ongoing satisfaction and continued business.
  • Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
  • Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.

Requisito

  • This is an exciting opportunity for recent college graduates with a passion for finance, customer service, and helping people achieve their financial goals.


Preview

Mark Anthony Ramos

Financial Advisor Pru Like UK - Team Mark

Active today

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho, Bônus de desempenho

  • Saúde e Bem-Estar

    HMO, Seguro de Vida

  • Desenvolvimento Profissional

    Career Development

Postado em 10 December 2024

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