SearchEuropeanJobs.com

Financial Planner - Part Time - Bulacan

Company

Pru Life UK - Team Rhod

Location

remote, Philippines

Type

Full-time

Overview

  1. Assess clients' financial needs, goals, and risk tolerance.
  2. Develop customized financial plans, including investments, insurance, and retirement strategies.
  3. Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
  4. Monitor and update clients' financial plans based on market trends and life changes.
  5. Educate clients on financial concepts and risk management
  6. Maintain long-term relationships with clients and provide ongoing support.

Qualifications

  • 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

#J-18808-Ljbffr

★ Ready to Start Your European Career?

Take the next step and apply for this exciting opportunity

Apply Now