财务顾问 - 在家工作
Pru Like UK - Team Mark
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus, Performance Bonus
Insurance Health & Wellness
HMO, Life Insurance
Professional Development
Career Development
我们正在寻求一位积极进取、以结果为导向的财务顾问加入我们不断壮大的团队。作为财务顾问，您将负责为个人提供财务指导和解决方案，帮助他们有效地规划和管理财务。
- 客户咨询：与客户会面，了解其财务目标、风险承受能力和当前财务状况。
- 财务规划：制定个性化的财务计划和策略，以满足客户需求，包括预算编制、退休规划、保险、投资和债务管理。
- 产品推荐：展示并推荐寿险、共同基金、退休计划及其他金融服务等金融产品。
- 关系管理：与客户建立并维护长期关系，确保持续满意度和稳定业务。
- 市场研究：及时了解金融产品、市场趋势和经济状况，为客户提供有依据的建议。
- 销售与增长：识别新的业务机会，扩大客户群，并达到个人销售目标。
- 这是一个令人振奋的机会，适合对金融、客户服务充满热情并愿意帮助他人实现财务目标的应届毕业生。
Mark Anthony Ramos
Financial Advisor Pru Like UK - Team Mark
Reply 1 Time Today
Posted on 05 May 2025
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Pru Like UK - Team Mark
Unfinanced / Angel
501-1000 Employees
Insurance & Superannuation
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