Financial Advisor
Pru Life Uk - Team Pags
Remote Details
Open Country：Philippines
Language Requirements：English | Tagalog
Job Description
Benefits
Employee Recognition and Rewards
Performance Bonus
Professional Development
Career Development
Description
- A financial advisor helps clients manage their finances by offering personalized advice on investments, retirement planning, insurance, taxes, and estate planning. They assess clients' goals, create tailored financial plans, recommend appropriate investment strategies, and monitor progress. Their role also includes educating clients, ensuring compliance with regulations, and maintaining long-term client relationships.
Requirement
- Atleast a 4-year course graduate
- Willing to take Insurance Commission Exam (Exam and Licensing Fees are needed to join)
- A goal driven and has coordination with the team
- Preferably residing near Pampanga or NCR but other region can also apply.
- Note: If you don't meet the qualifications or requirements, don't apply. Thank you!
Carl Nichole Paguio
Associate ManagerPru Life Uk - Team Pags
Just replied
Posted on 07 February 2025
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