Financial Consultant - Full Time

Pru Life UK - Team Rhod; Makati; On-site; PHP 223,200 - 446,400; Part time

Job summary

A financial services company in Metro Manila is seeking individuals to assess financial needs and develop customized financial plans. This role offers opportunities for part-timers and career shifters, requiring only a four-year degree and an internet connection. Training is provided, making it an excellent opportunity for those new to the industry.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship management

Financial planning

Communication

Education

Graduate of at least any 4-year course

Job 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.

• 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