普睿生命英国金融顾问 - 远程工作/兼职
Prulife UK- ORSLIA Team Guila
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
作为财务顾问，您将通过提供财务规划、投资、保险及其他财务解决方案的专业建议，指导客户做出明智的财务决策。您的角色是理解每位客户独特的财务目标，并量身定制策略，帮助他们实现财务安全和成功。
客户关系管理：
- 与个人及企业客户建立并维护关系。
- 进行财务需求分析，以了解客户的目标和风险承受能力。
- 在客户的财务状况变化时，提供持续支持和更新。
财务规划与咨询：
- 为客户制定定制化的财务计划，包括储蓄、投资、保险和退休计划。
- 就风险管理和财富建设策略提供建议。
- 教育客户有关市场趋势、产品供应和财务最佳实践。
销售与业务发展：
- 通过网络、推荐和潜在客户生成，积极识别新客户。
- 展示和推广与客户需求相符的金融产品。
- 达到或超过销售目标，并为团队的整体业绩做出贡献。
培训与发展：
- 参加培训项目，以保持对金融产品、市场条件和行业法规的最新了解。
- 获得作为财务顾问所需的相关证书和执照。
Guila Pauline Leocadio
Assistant Unit ManagerPrulife UK- ORSLIA Team Guila
More than ten replies today
Posted on 19 July 2025
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