Part-Time Financial Advisor — Build Plans & Clients

Pru Life UK - Dianaritz Jane Garcia Sabado; Pasay; On-site; PHP 167,400 - 279,000; Part time

Job summary

A leading financial services firm in Metro Manila is seeking part-time professionals to analyze financial data and create personalized financial plans. The role involves helping clients set and achieve financial goals and requires a Bachelor's degree. While prior sales and marketing experience is not mandatory, it is considered a plus. Candidates must be willing to undergo training and licensing exams. This on-site position offers a dynamic environment for aspiring financial advisors.

Qualifications

• Willing to undergo trainings and licensing exam.
• Sales & marketing experience is a plus.

Responsibilities

• Analyze financial data and create personalized financial plans.
• Help clients set and achieve financial goals.
• Build and maintain client relationships.
• Stay up-to-date with financial market trends and regulations.

Education

Associate or Bachelor's degree

Job description

A leading financial services firm in Metro Manila is seeking part-time professionals to analyze financial data and create personalized financial plans. The role involves helping clients set and achieve financial goals and requires a Bachelor's degree. While prior sales and marketing experience is not mandatory, it is considered a plus. Candidates must be willing to undergo training and licensing exams. This on-site position offers a dynamic environment for aspiring financial advisors.