Financial Consultant - Full Time

Pru Life UK - Team Rhod

C$978-1.7K[Monthly]
Hybrid - Makati1-3 Yrs ExpBachelorFull-time
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Job Description

Benefits

  • Employee Recognition and Rewards

    Performance Bonus, Incentives, Performance Bonus

  • Insurance Health & Wellness

    Health Insurance, HMO, Health Insurance

  • Others

    Company Social Events

  • Professional Development

    Professional Development, Career Development

  • Work-Life Balance

    Flexible Hours, Work from Home

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Description

  • Assess clients' financial needs, goals, and risk tolerance.
  • Develop customized financial plans, including investments, insurance, and retirement strategies.
  • Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
  • Monitor and update clients' financial plans based on market trends and life changes.
  • Educate clients on financial concepts and risk management
  • Maintain long-term relationships with clients and provide ongoing support.

Requirements

  • Graduate of at least any 4-year course
  • With internet connection
  • Preferably with laptop or tablet device
  • Open for part-timers, career shifters
  • No experience required are welcome to apply
Active ListeningCommunication SkillsInterpersonal SkillsAnalytical ThinkingTime ManagementSales/Negotiation SkillsProblem-solvingAdaptabilityProfessional Ethics
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Rhodelyn Dorotan

Licensed Financial ConsultantPru Life UK - Team Rhod

Active within seven days

Work Location

7th Floor, Polaris Center Building

Posted on 22 February 2025

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