Financial Consultant - Part Time - Bulacan
Pru Life UK - Team Rhod
Remote Details
Open Country：Philippines
Language Requirements：English | Tagalog
Job Description
Benefits
Employee Recognition and Rewards
Performance Bonus
Insurance Health & Wellness
Health Insurance
Professional Development
Career Development
Description
- 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.
Requirements
Rhodelyn Dorotan
Licensed Financial ConsultantPru Life UK - Team Rhod
Active today
Posted on 10 March 2025
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