Financial Wealth Planner
DSLIAB | Alexandrite 2
- Makati, Philippines19th fl, Tower 6789 ayala ave makati city, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Part timePART_TIME
Job closed.
Job Description
- Explains the types of financial services to the clients
- Assesses client’s financial situation to present a financial plan
- Develops financial strategies by guiding the client to establish and achieve financial goals
- Monitors client’s financial situation
Minimum Qualifications
- 4 years College Graduate (Any Course)
- Experience with Sales and Marketing is an advantage but not necessary.
- Willing to work with a team of millenials
- Have atleast 3 hours a day to dedicate to do the business
- Must be residing or working in the general metro manila
- Willing to be trained and coached
- Possesses a good moral character
Perks and Benefits
- Flexitime
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Free Lunch or Snacks
- Performance Bonus
Other
- Abundant opportunities to career advancement
- Awards
- Travel the World for free
Required Skills
- Organizing and Planning
- Sales and Marketing Knowledge
- Auditing and Compliance
- Analyzing Data
- Risk Management
- Leadership skills
- Accounting
Preferred Courses
- Computational Finance
- Accountancy
- engineering
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- 19th fl, Tower 6789 ayala ave makati city, Makati, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 5 openings
About DSLIAB | Alexandrite 2
D' SLIAB Financial Consultants is a team under Alexandrite 2, the number one District of Pru Life UK.
D' SLIAB-是直属于Alexandrite 2 district的团队, Alexandrite 2 是Pru Life UK英国保诚菲律宾第一大区。
We are a team of Financial Consultants who are highly dedicated in saving and protecting lives.
我们的团队高度敬业于储蓄与保护生命。
As well-trained professionals in the field, we employ a customer-centric approach to our clients to meet their needs.
作为该领域训练有素的专业人士,我们采用以客户为中心的方法为客户提供满足其需求的服务。
OUR COMPANY'S CORE SERVICES
我们公司的核心服务
-Family Protection 家庭收入保护
-Education Funding 教育基金
-Retirement Planning 退休计划
-Estate / Legacy Planning 遗产规划
-Corporate Insurance 公司保险
-Wealth Management 财富管理
-Risk Management 风险管理