Financial Wealth Planner - Part Time - Bulacan
Pru Life UK - Team Rhod
職位描述
福利待遇
員工表彰與獎勵
績效獎金, 獎勵機制
健康保險
健康保險, 健康維護組織
其他
企業社交活動, 辦公室聚會
職業發展
導師計畫, 職業發展
工作生活兩不誤
彈性時間, 居家辦公
- 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.
- 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
活躍於三天內
工作地址
7th Floor, Polaris Center Building
發布於 27 February 2025
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