Financial Advisor

Prulife UK Philippines - Team Eygee

Urgent
₱40-80K[Monthly]
RemoteNo Exp RequiredBachelorFull-time
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Remote Details

Open Country：Philippines

Language Requirements：English | Filipino

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

Job Description

Description

  • Our company Black Orcas, is looking for fresh graduates who'd like to explore the career of being a financial advisor.
  • Be part of our newest program - Fast track to Entrepreneurship!
  • Understanding the financial situation, goals, values, and risk tolerance of clients is fundamental. Advisors often conduct in-depth interviews and assessments to gather relevant information.
  • Advisors develop comprehensive financial plans tailored to individual or organizational needs. This may include budgeting, saving, investment planning, tax strategies, estate planning, and retirement funding.
  • Financial advisors provide information and resources to educate clients about various financial topics, helping them make informed decisions.

Requirements

  • 21-40 years old
  • Graduate of any 4 year course
  • Residing in Metro Manila or nearby provinces
  • No experience required
Communications SkillsInsurance Processing
Preview

John Nicolas

Lincesed Financial Advisor, Recruiment Coordinator,Assistance Unit ManagerPrulife UK Philippines - Team Eygee

Active within three days

Posted on 04 December 2024

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