Financial Consultant - Work From Home

PruLife UK - Team Celyn

₱20-35K[Monthly]
RemoteFresh Graduate/StudentBachelorFull-time
Share

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

People Oriented

Description

As a Financial Advisor, your primary responsibility is to assist clients in making informed financial decisions by providing expert guidance on financial planning, investments, insurance, and other financial solutions. You will collaborate closely with clients to understand their objectives and develop personalized strategies to help them achieve long-term financial stability.


  • Client Relationship Management: Build and nurture strong client relationships, assess individual needs, and provide continuous support.
  • Financial Planning & Advice: Design customized financial plans, offering advice on savings, investments, insurance, and retirement strategies.
  • Sales & Business Development: Attract new clients, recommend appropriate financial products, and work toward achieving sales targets.
  • Ongoing Learning & Certification: Engage in continuous education, secure necessary licenses, and stay up-to-date with industry developments and best practices.

Requirements

  • 4 - years Bachelor’s degree in any field.
  • Strong communication and interpersonal skills.
  • Analytical and problem-solving abilities to assess client needs.
  • Self-motivated, goal-oriented, and team player.
  • Sales experience is a plus but not required (training provided).
  • Open to fresh graduates and career shifters passionate about financial security. 
Preview

Jocelyn Cado

Assistant Unit Manager / FAPruLife UK - Team Celyn

More than ten replies today

Posted on 04 February 2025

報告する

Bossjobの安党に関する泚意事項

海倖勀務をお考えの際は䞋蚘の事項に泚意しお䞋さい。たずパスポヌトなどの身分蚌明蚌は䞍必芁に提瀺しない。

そしお䞋蚘に該圓する䌁業を芋぀けた際は、 盎ちに報告をお願いいたしたす。

  • 保蚌や担保を芁求する䌚瀟には泚意
  • 投資や資金調達を勧誘する
  • 䞍圓な利益を埗おいるず思われる䌁業
  • 違法ず思われる状況
  • その他䞍審に感じた堎合