Financial Consultant - Work From Home (WFH)

PruLife UK - Team Celyn

₱20-40K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
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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

Benefits

  • Professional Development

    Career Development

Description

  • Provide expert financial advice to clients
  • Analyze clients’ financial data and goals
  • Develop personalized financial plans and strategies
  • Monitor and assess financial performance
  • Stay updated on financial regulations and market trends
  • Build and maintain strong client relationships
  • Prepare detailed reports and presentations for clients

Requirements

  • Educational Qualifications: Any Bachelor’s degree
  • Experience Level: No prior experience required; entry-level position.
  • Skills and Competencies: Strong people-oriented skills, effective communication, and analytical abilities.
  • Working Conditions: Opportunities for remote work.
  • Qualities and Traits: Empathetic, detail-oriented, and a proactive problem solver.
People Oriented
Preview

Jocelyn Cado

Assistant Unit Manager / FAPruLife UK - Team Celyn

More than ten replies today

Posted on 23 April 2025

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PruLife UK - Team Celyn

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101-500 Employees

Insurance & Superannuation

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