Consultor Financeiro - Meio Período - Bulacan
Pru Life UK - Team Rhod
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
Benefits
Employee Recognition and Rewards
Performance Bonus
Insurance Health & Wellness
Health Insurance
Professional Development
Career Development
- Avaliar as necessidades financeiras, objetivos e tolerância ao risco dos clientes.
- Desenvolver planos financeiros personalizados, incluindo investimentos, seguros e estratégias de aposentadoria.
- Recomendar produtos financeiros adequados, como fundos de investimento, ações, títulos e apólices de seguro.
- Monitorar e atualizar os planos financeiros dos clientes com base em tendências de mercado e mudanças na vida.
- Educar os clientes sobre conceitos financeiros e gestão de risco.
- Manter relacionamentos de longo prazo com os clientes e fornecer suporte contínuo.
Rhodelyn Dorotan
Licensed Financial ConsultantPru Life UK - Team Rhod
Posted on 10 March 2025
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