Financial Consultant

Global One Life Insurance Agency

₱15-30K[Monthly]
Remote<1 Yr ExpBachelorPart-time
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish | 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

  • Assist clients in financial planning, analyze financial data, and develop customized strategies.
  • Provide expert financial advice to clients on investment strategies.
  • Analyze financial data to identify trends and opportunities.
  • Develop personalized financial plans to meet client goals.
  • Monitor client portfolios and adjust strategies as needed.
  • Educate clients on financial products and markets.
  • Build and maintain strong client relationships.

Requirements

  • Job Title: Financial Consultant
  • Educational Qualifications: Bachelor’s Degree in any field our course
  • Experience Level: No experience required; entry-level candidates welcome.
  • Skills and Competencies: Strong networking skills, people-oriented, team player, willing to learn, and resilient.
  • Working Conditions: Remote work, flexible hours.
  • Qualities and Traits: Excellent communication, analytical thinking, adaptability, and a proactive attitude.
Networking SkillsPeople OrientedTeam PlayerWilling to LearnResilient
Preview

SUMICHI PASCUA

ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency

Active within seven days

Posted on 21 November 2024

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