Financial Advisor

Pru Life Uk - Team Pags

₱20-30K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
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Remote Details

Open Country：Philippines

Language Requirements：English | Tagalog

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

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.

Requirements

  • 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!
Communication Skills
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Carl Nichole Paguio

Associate ManagerPru Life Uk - Team Pags

Posted on 07 February 2025

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