Financial Wealth Planner
D'SLIAB | Alexandrite 2
- Makati, Philippines19th floor, Tower 6789, Ayala Avenue, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Part timePART_TIME
Expired 5 years ago
2019-01-10T16:00:00+00:00Job closed.
Job Description
- Explains the types of financial services to clients
- Assesses client's financial situation to present a financial plan
- Develops financial strategies by guiding client to establish and achieve financial goals
- Montors client's financial situation
Minimum Qualifications
- 4 yrs College Graduate (Any Course)
- Experience with Sales and Marketing is an advantage but not necessary.
- Willing to work with a team of millennials
- Have at least 3 hours a day to dedicate to doing 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
Work from Home
Flexitime
Retirement Benefit Plans
Life Insurance
Medical / Health Insurance
Free Lunch or Snacks
Performance Bonus
Other
- Abundant Opportunities for Career Advancement
- Awards
- Travel the world for free
Required Skills
- Economics
- Analyzing Data
- Interpersonal Skills
- Risk Management
- Accounting
- Advertising
- Account Management
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 19th floor, Tower 6789, Ayala Avenue, Makati, Metro Manila, Philippines
- Vacancy
- 5 openings
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About D'SLIAB | 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