Finans Danışmanı - Yarı Zamanlı - Bulacan
Pru Life UK - Team Rhod
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
Benefits
Employee Recognition and Rewards
Performance Bonus
Insurance Health & Wellness
Health Insurance
Professional Development
Career Development
- Müşterilerin finansal ihtiyaçlarını, hedeflerini ve risk toleransını değerlendirin.
- Yatırımlar, sigorta ve emeklilik stratejileri dahil olmak üzere özelleştirilmiş finansal planlar geliştirin.
- Yatırım fonları, hisse senetleri, tahviller ve sigorta poliçeleri gibi uygun finansal ürünleri önerin.
- Piyasa eğilimlerine ve yaşam değişikliklerine bağlı olarak müşterilerin finansal planlarını izleyin ve güncelleyin.
- Müşterilere finansal kavramlar ve risk yönetimi konusunda eğitim verin.
- Müşterilerle uzun vadeli ilişkiler sürdürün ve sürekli destek sağlayın.
Rhodelyn Dorotan
Licensed Financial ConsultantPru Life UK - Team Rhod
Posted on 10 March 2025
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