金融コンサルタント（パートタイム、ブラカン）
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
- お客様の財務ニーズ、目標、およびリスク許容度を評価いたします。
- 投資、保険、及び退職戦略を含むカスタマイズされた財務計画を策定いたします。
- ミューチュアルファンド、株式、債券、保険契約などの適切な金融商品をご提案いたします。
- 市場動向やライフイベントに基づき、お客様の財務計画を監視し、更新いたします。
- 金融の概念およびリスク管理について、お客様にご説明いたします。
- お客様との長期的な関係を維持し、継続的なサポートを提供いたします。
Dorotan Rhodelyn
Licensed Financial ConsultantPru Life UK - Team Rhod
Posted on 10 March 2025
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