Financial Advisor | Part Time
PRU Life UK | Alexandrite 2 Achievers
- Makati, Philippines6789, Ayala Ave, Bel-Air, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Bán thời gianPART_TIME
Miêu Tả Về Công Việc
• Assess and review the client's current financial situation, to be able to present an appropriate financial plan.
• Discuss and explain the different types of financial services available to the client.
• Develops effective financial strategies by guiding clients to establish and achieve their financial goals.
• Consistently and continously monitor and update client's financial status.
• Helping spread the importance of financial literacy
• Offer solution such as investment, life insurance, critical illness, retirement fund, discipline savings, kid's education, estate planning, and wealth management, among others.
• Helping clients regarding their financial planning needs and priorities
Trình độ tối thiểu
If you have the heart to help other people, you like to talk to people & you want to share financial literacy then this career is for you! As a Financial Adviser, you will enjoy time flexilibity, financial freedom, free travels & most of all balanced work-life. Join our growing team of diversified young professionals!
* Bachelor degree in business, finance, or any field
* 1-2 years of sales experience is a plus
* Proficient in Outlook, Word, Excel, and PowerPoint is a plus.
Đặc quyền và lợi ích
- Flexitime
- Work from Home
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Often
- Địa chỉ văn phòng
- Tower 6789, Ayala Ave 6789, 1227 Makati, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 7 vị trí tuyển dụng mới
- Trang web
- https://www.prulifeuk.com.ph/en/