Financial Planner | InsureHub
InsureHub | PRU Life UK
- Pasig, Philippines20th, Emerald Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 20.000,00 PHP - 60.000,00 PHP / monthPHP200006000020000MONTH
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- Meet with clients in-person to discuss their financial goals
- Explain the types of financial services we provide to potential clients
- Educate clients and answer questions about investment options and potential risks
- Recommend investments to clients or select investments on their behalf
- Help clients plan for specific circumstances, such as education expenses or retirement
- Monitor clients’ accounts and determine if changes are needed to improve the performance or to accommodate life changes, such as getting married or having children
- Research investment opportunities
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Trình độ tối thiểu
- At least High School Graduate;
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Willing to learn and make time;
- With sales background is an advantage but not required;
Đặc quyền và lợi ích
- Flexitime
- Work from Home
- Performance Bonus
Kỹ năng cần thiết
- Salesforce
- Sales and Marketing Knowledge
- Closing Sales
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Đã tốt nghiệp THPT
- Nhà tuyển dụng trả lời hồ sơ
- Sometimes
- Địa chỉ văn phòng
- Emerald Ave, Ortigas Center, Pasig, Metro Manila, Philippines
- Vị trí đang tuyển
- 100 vị trí tuyển dụng mới
Về InsureHub | PRU Life UK
A team headed by an experienced Financial Advisor whose passion is to help others succeed. in this team, we treat everyone like family, no one is left behind. All walks of life are welcome to join this team.
If you are goal-oriented, passionate, eager to learn and have a dream to succeed in life, contact us and we are more than willing to help.