保诚英国金融顾问 - 远程工作/兼职
Prulife UK- ORSLIA Team Guila
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
- 作为一名财务顾问，您将通过提供财务规划、投资、保险和其他金融解决方案的专业建议，指导客户做出明智的财务决策。您的职责是了解每位客户独特的财务目标，并量身定制策略，以帮助他们实现财务安全和成功。
客户关系管理：
- 建立并维护与个人和企业客户的关系。
- 进行财务需求分析，以了解客户的目标和风险承受能力。
- 随着客户财务状况的发展，提供持续的支持和更新。
财务规划与咨询：
- 为客户制定个性化的财务计划，包括储蓄、投资、保险和退休计划。
- 提供风险管理和财富积累策略的建议。
- 向客户教育市场趋势、产品提供和财务最佳实践。
销售与业务发展：
- 通过网络、推荐和线索生成积极识别新客户。
- 展示和推广符合客户需求的金融产品。
- 达到或超越销售目标，并为团队的整体业绩做出贡献。
培训与发展：
- 参与培训项目，以保持对金融产品、市场状况和行业法规的最新了解。
- 获得必要的认证和执照，以作为财务顾问执业。
Guila Pauline Leocadio
Assistant Unit ManagerPrulife UK- ORSLIA Team Guila
High response rate
Posted on 16 July 2025
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