Financial Advisor

Pru Life Uk - Team Pags

₱20-30K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
Share

Remote Details

Open Country：Philippines

Language Requirements：English | Tagalog

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Communication Skills

Description

  • A financial advisor helps clients manage their finances by offering personalized advice on investments, retirement planning, insurance, taxes, and estate planning. They assess clients' goals, create tailored financial plans, recommend appropriate investment strategies, and monitor progress. Their role also includes educating clients, ensuring compliance with regulations, and maintaining long-term client relationships.

    • Requirements

  • - Graduate of 4-year course
  • - Willing to take Insurance Commission Exam (Free Exam this February)
  • - Willing to trained and mentored

    • Preview

    Carl Nichole Paguio

    Associate ManagerPru Life Uk - Team Pags

    More than ten replies today

    Benefits

    • Employee Recognition and Rewards

      Performance Bonus

    • Professional Development

      Career Development

    Posted on 07 February 2025

    Explore similar jobs

    View more similar jobs

    Pru Life Uk - Team Pags

    Other

    101-500 Employees

    Insurance & Superannuation

    View jobs hiring

    Report this job

    Bossjob Safety Reminder

    If the position requires you to work overseas, please be vigilant and beware of fraud.

    If you encounter an employer who has the following actions during your job search, please report it immediately

    • withholds your ID,
    • requires you to provide a guarantee or collects property,
    • forces you to invest or raise funds,
    • collects illicit benefits,
    • or other illegal situations.