Part-Time Remote Financial Advisor | Fresh Graduates Welcome

Pru Life UK; Makati; On-site; PHP 133,920 - 267,840; Part time

Job summary

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

Qualifications

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

Responsibilities

• 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.

Skills

Client meetings

Education

Bachelor's degree (any 4-year course)

Job description

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