Financial Wealth Planner - Part Time - Bulacan
Pru Life UK - Team Rhod
职位描述
福利待遇
员工表彰与奖励
业绩加成, 奖励机制
健康保险
健康保险, 健康维护组织
其他
企业社交活动, 办公室聚会
职业发展
导师计划, 职业发展
工作生活两不误
弹性时间, 居家办公
职位描述
- Assess clients' financial needs, goals, and risk tolerance.
- Develop customized financial plans, including investments, insurance, and retirement strategies.
- Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
- Monitor and update clients' financial plans based on market trends and life changes.
- Educate clients on financial concepts and risk management
- Maintain long-term relationships with clients and provide ongoing support.
职位要求
- Graduate of at least any 4-year course
- With internet connection
- Preferably with laptop or tablet device
- Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
- No experience required
Rhodelyn Dorotan
Licensed Financial ConsultantPru Life UK - Team Rhod
工作地址
7th Floor, Polaris Center Building
发布于 27 February 2025
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