Financial Wealth Planner
DSLIAB | Alexandrite 2
- Makati, Philippines19th fl, Tower 6789 ayala ave makati city, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Bán thời gianPART_TIME
Đã hết hạn 5 years ago
2019-04-20T16:16:02.053015+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
- 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
Trình độ tối thiểu
- 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
Đặc quyền và lợi ích
Flexitime
Retirement Benefit Plans
Life Insurance
Medical / Health Insurance
Free Lunch or Snacks
Performance Bonus
Khác
- Abundant opportunities to career advancement
- Awards
- Travel the World for free
Kỹ năng cần thiết
- Organizing and Planning
- Sales and Marketing Knowledge
- Auditing and Compliance
- Analyzing Data
- Risk Management
- Leadership skills
- Accounting
Khóa học ưa thích
- Computational Finance
- Accountancy
- engineering
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Accounting and Finance
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Always
- Địa chỉ văn phòng
- 19th fl, Tower 6789 ayala ave makati city, Makati, Metro Manila, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 5 vị trí tuyển dụng mới
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Về 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