Pru Life UK - Team Rhod Financial Wealth Planner - Part Time

Financial Wealth Planner - Part Time - Bulacan

Pru Life UK - Team Rhod

RM2.2-3.7K[Mensual]

Hibrida - Makati1-3 años de experienciaBaceleroParte-tiempo

Descripción del trabajo

Beneficios

Reconocimiento y Recompensas de Empleados
Bono de rendimiento, Incentivos
Seguro de salud y bienestar
Seguro de salud, HMO
Otros
Eventos sociales de la empresa, Fiestas de oficina
Desarrollo profesional
Programa de mentoría, Desarrollo profesional
Balance de vida laboral
Horas flexibles, Trabajo desde casa

Descripción

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.

Requisito

Graduate of at least any 4-year course
With internet connection
Preferably with laptop or tablet device
Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
No experience required

Escucha activaHabilidades de comunicaciónHabilidades InterpersonalesHabilidades analíticasGestión del tiempoSales/Negotiation SkillsProblem-solvingAdaptabilidadProfessional Ethics