Part time Financial Advisor (Remote Setup)

Pru Life UK; Philippines; Remote; PHP 167,000 - 279,000; Part time

Job summary

A financial services company is seeking a Part time Financial Advisor to provide investment advice and financial planning remotely. This entry-level role offers flexible hours and encourages candidates from the National Capital Region. Ideal for individuals with strong communication skills and a commitment to client success.

Qualifications

• Entry-level candidates are encouraged to apply.
• Strong interpersonal skills required.
• Proactive attitude and commitment to client success.

Responsibilities

• Provide financial planning and investment advice to clients remotely.
• Assess clients' financial goals and recommend suitable products.
• Develop and maintain client relationships through effective communication.
• Conduct market research and stay updated on financial trends.
• Prepare and present financial reports and strategies.
• Work flexible hours to accommodate clients' needs.

Skills

Excellent communication skills

Analytical thinking

Problem-solving abilities

Education

Bachelor's degree in any field

Job description

Part time Financial Advisor (Remote Setup)

Join to apply for the Part time Financial Advisor (Remote Setup) role at Pru Life UK.

Responsibilities

• Provide financial planning and investment advice to clients remotely.
• Assess clients' financial goals and recommend suitable products.
• Develop and maintain client relationships through effective communication.
• Conduct market research and stay updated on financial trends.
• Prepare and present financial reports and strategies.
• Work flexible hours to accommodate clients' needs.

Qualifications

• Educational Qualification: Bachelor's degree in any field.
• Experience Level: No previous experience required; entry-level candidates are encouraged to apply.
• Skills & Competencies: Excellent communication skills, analytical thinking, and problem-solving abilities.
• Qualities & Traits: Strong interpersonal skills, proactive attitude, and a commitment to client success.

Working Conditions

• Remote setup with flexible hours, allowing for a work-life balance.
• This job is only open to candidates residing in the National Capital Region (NCR) and nearby areas.

Employment Details

• Seniority level: Not Applicable
• Employment type: Part-time
• Job function: Finance
• Industries: Insurance