Financial Consultant - Work From Home

PruLife UK - Team Celyn

₱20-35K[Monthly]
RemoteFresh Graduate/StudentBachelorFull-time
Share

Remote Details

Open CountryPhilippines

Language RequirementsEnglish | Tagalog

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

Job Description

People Oriented

Description

As a Financial Advisor, your primary responsibility is to assist clients in making informed financial decisions by providing expert guidance on financial planning, investments, insurance, and other financial solutions. You will collaborate closely with clients to understand their objectives and develop personalized strategies to help them achieve long-term financial stability.


  • Client Relationship Management: Build and nurture strong client relationships, assess individual needs, and provide continuous support.
  • Financial Planning & Advice: Design customized financial plans, offering advice on savings, investments, insurance, and retirement strategies.
  • Sales & Business Development: Attract new clients, recommend appropriate financial products, and work toward achieving sales targets.
  • Ongoing Learning & Certification: Engage in continuous education, secure necessary licenses, and stay up-to-date with industry developments and best practices.

Requirements

  • 4 - years Bachelor’s degree in any field.
  • Strong communication and interpersonal skills.
  • Analytical and problem-solving abilities to assess client needs.
  • Self-motivated, goal-oriented, and team player.
  • Sales experience is a plus but not required (training provided).
  • Open to fresh graduates and career shifters passionate about financial security. 
Preview

Jocelyn Cado

Assistant Unit Manager / FAPruLife UK - Team Celyn

More than ten replies today

Posted on 04 February 2025

Bossjob安全提醒

若該職位需要您出國工作,請提高警惕,並小心詐騙。

如果您在求職過程中遇到雇主有以下行為, 請立即檢舉

  • 扣留您的身分證件,
  • 要求您提供擔保或收取財產,
  • 迫使您投資或籌集資金,
  • 收取非法利益,
  • 或其他違法情形。