Financial Consultant - Part Time

Pru Life UK - Team Rhod

₱25-50K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
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Remote Details

Open Country：Philippines

Language Requirements：English | Tagalog

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

Job Description

Benefits

  • Employee Recognition and Rewards

    Performance Bonus

  • Insurance Health & Wellness

    Health Insurance

  • Professional Development

    Career Development

Description

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

Requirements

  • - 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

    • Active ListeningCommunication SkillsInterpersonal SkillsAnalytical ThinkingTime ManagementSales/Negotiation SkillsProblem-solvingAdaptabilityProfessional Ethics
    Preview

    Rhodelyn Dorotan

    Licensed Financial ConsultantPru Life UK - Team Rhod

    More than ten replies today

    Posted on 21 February 2025

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