Financial Advisor - Part Time

Pru Life UK - Team Rhod

₱35-60K[Monthly]
Remote1-3 Yrs 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

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
Active ListeningCommunication SkillsInterpersonal SkillsAnalytical SkillsTime ManagementSales/Negotation SkillsProblem-solvingAdaptabilityProfessional Ethics
Preview

Rhodelyn Dorotan

Licensed Financial ConsultantPru Life UK - Team Rhod

Posted on 21 February 2025

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