Financial Advisor - WAH (Work at Home)
PruLife UK - Team Celyn
Remote Details
Open Country：Philippines
Language Requirements：English | Tagalog
Job Description
Description
- Provide personalized financial consulting to clients.
- Analyze clients' financial circumstances and goals.
- Develop tailored investment strategies and portfolios.
- Monitor and adjust plans as needed based on market trends.
- Educate clients on financial products and services.
- Build and maintain client relationships for ongoing support.
Requirements
- Job Title: Financial Advisor
- Educational Qualifications: Bachelor's degree in any field.
- Experience Level: Less than 1 year of relevant experience.
- Skills and Competencies: Excellent communication skills, analytical thinking, and customer service orientation.
- Responsibilities and Duties: Advise clients on financial planning, investment strategies, and portfolio management.
- Working Conditions: Work at home, can attend zoom meetings twice a month every Saturday
- Qualities and Traits: Strong interpersonal skills, detail-oriented, and proactive in addressing client needs.
Jocelyn Cado
Assistant Unit Manager / FAPruLife UK - Team Celyn
Reply today 10 times
Posted on 23 April 2025
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PruLife UK - Team Celyn
Unfinanced / Angel
101-500 Employees
Insurance & Superannuation
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