Financial Consultant (Manila / WFH)

PRU Life UK - Team JP

₱30-50K[Monthly]
Remote<1 Yr ExpBachelorPart-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

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
People OrientedWilling to be trained
Preview

JP Rodriguez

Assistant Unit ManagerPRU Life UK - Team JP

Active today

Posted on 18 February 2025

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