Financial Consultant - WFH - Bulacan

Pru Life UK; Philippines; Vor Ort; PHP 250.000 - 400.000; Vollzeit

Zusammenfassung

Pru Life UK in the Philippines is seeking a diligent financial consultant to assess clients' needs and craft personalized plans covering investments, insurance, and retirement.

The role emphasizes ongoing client education, market monitoring, and building long-term relationships; candidates with a 4-year degree and reliable internet connection are encouraged to apply.

Qualifikationen

• 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.

Aufgaben

• Educate clients on financial concepts and risk management.
• Maintain long-term relationships with clients and provide ongoing support.

Kenntnisse

Financial planning

Client needs assessment

Risk assessment

Product recommendations

Relationship management

Ausbildung

4-year college degree

Jobbeschreibung

• 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, fresh graduates, graduating students with no more units to take (literally grad-waiting)