財務顧問 - 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
我們正在尋找一位積極進取且以結果為導向的財務顧問，加入我們不斷擴張的團隊。作為財務顧問，您將負責為個人提供財務指導和解決方案，幫助他們有效地規劃和管理財務。
- 客戶諮詢：與客戶會面，了解他們的財務目標、風險承受能力和當前財務狀況。
- 財務規劃：制定個性化的財務計劃和策略，以滿足客戶的需求，包括預算編制、退休規劃、保險、投資和債務管理。
- 產品推薦：介紹並推薦如人壽保險、共同基金、退休計劃及其他財務服務等金融產品。
- 關係管理：建立並維持與客戶的長期關係，以確保持續滿意度和業務延續。
- 市場研究：保持對金融產品、市場趨勢和經濟狀況的最新了解，以便為客戶提供明智的建議。
- 銷售與增長：識別新商機，擴大客戶群體，並實現個人銷售目標。
Mark Anthony Ramos
Financial Advisor Pru Like UK - Team Mark
Active within three days
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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