Financial Consultant - Part Time

Pru Life UK - Team Rhod; Makati; Remote; PHP 223,200 - 334,800; Part time

Job summary

A financial services team in Metro Manila is seeking individuals to assess clients' financial needs and develop customized financial plans. No experience required; open to part-timers and fresh graduates. Applicants should have internet access and preferably a laptop or tablet. Join us to build long-term client relationships and provide valuable financial education.

Qualifications

• No experience required.
• 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.

Responsibilities

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

Education

Graduate of at least any 4-year course

Job description

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.

Qualifications

• 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.