Part-Time Financial Advisor - Flexible Hours

Pru Life UK; Makati; Remote; PHP 133.920 - 267.840; Teilzeit

Zusammenfassung

Pru Life UK is seeking a part-time, work-from-home financial advisor in the Greater Manila Area. The role involves helping clients with financial planning and investments, meeting with clients to understand their goals, and developing plans that support short- and long-term financial objectives.

Fresh graduates are welcome, and trainees will be coached to build client relationships and financial expertise. Applicants must reside in the Greater Manila Area or nearby provinces and be willing to

Qualifikationen

• Graduate of any 4-year course.
• Fresh graduates are welcome to apply.
• Willing to be trained and coached.

Aufgaben

• Meet with clients to understand needs and financial goals, and to obtain financial statements.
• Use financial statements and legislation to create financial plans to help clients reduce debt or maximize profitability.
• Plan for short- and long-term goals such as saving for retirement or budgeting for education.

Kenntnisse

Client meetings

Ausbildung

Bachelor's degree (any 4-year course)

Jobbeschreibung

• The financial advisor position is a part-time, work-from-home career opportunity that will allow the candidate to help his/her clients with financial planning and investments, including:
• Meeting with clients
• Financial advisors meet with clients to understand their needs and financial goals, and to obtain financial statements.
• Financial advisors use financial statements and legislation to create financial plans to help clients reduce debt or maximize profitability.
• Planning for short- and long-term goals
• Financial advisors help clients plan for short- and long-term goals, such as saving for retirement or budgeting for education.
• Graduate of any 4-year course
• Fresh graduates are welcome to apply
• Willing to be trained and coached
• Must be residing and working in the Greater Manila Area or nearby provinces
• Willing to attend online meetings and trainings