Financial Advisor - Part Time
Pru Life UK - Team Rhod
Remote Details
Open Country：Philippines
Language Requirements：English | Tagalog
Job Description
Benefits
Employee Recognition and Rewards
Performance Bonus
Insurance Health & Wellness
Health Insurance
Professional Development
Career Development
Description
- Assess clients' financial needs, goals, and risk tolerance.
- Develop customized financial plans, including investments, insurance, and retirement strategies.
- Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
- Monitor and update clients' financial plans based on market trends and life changes.
- Educate clients on financial concepts and risk management.
- Maintain long-term relationships with clients and provide ongoing support.
Requirements
- Graduate of at least any 4-year course
- With internet connection- Preferably with laptop or tablet device
- Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
- No experience required
Rhodelyn Dorotan
Licensed Financial ConsultantPru Life UK - Team Rhod
More than ten replies today
Posted on 21 February 2025
Explore similar jobs
View more similar jobsInsurance Advisor - WFH
Pru Life UK - Team Rhod₱40-70K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
Rhodelyn DorotanLicensed Financial Consultant
Insurance Agent - Work from Home
PruLife UK- Team Christine₱30-45K[Monthly]
RemoteFresh Graduate/StudentBachelorPart-time
Christine OyosUnit Manager
Insurance Broker - WFH
PruLife UK - Team Ivy₱30-40K[Monthly]
RemoteNo Exp RequiredBachelorFull-time
Ivy Michelle BerezoAssistant Unit Manager
Financial Advisor - WFH
Prulife UK- ORSLIA Team Guila₱30-50K[Monthly]
Remote<1 Yr ExpBachelorPart-time
Guila Pauline LeocadioAssistant Unit Manager
Insurance AgentUrgent
Pru Life Uk- Team JP Onofre₱20-40K[Monthly]
RemoteNo Exp RequiredBachelorFreelance
John Paul OnofreAssistant Unit Manager
Sign In to Chat with Boss
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.
