Financial Consultant

₱20-40K[Monthly]
RemotePart-timeNo Exp RequiredBachelor
This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish, Tagalog

Job Description

People OrientedNetworking SkillsOnline SalesConsultative Sales

Description

  • Provide expert financial advice on insurance and superannuation products.
  • Analyze clients' financial situations and develop personalized strategies.
  • Conduct regular reviews and adjust plans as needed.
  • Build and maintain strong client relationships.
  • Stay updated on industry trends and regulations.
  • Collaborate with Team Niko at Prulife UK to achieve collective goals.

Requirement

  • Educational Qualifications: A Bachelor's Degree in any 4-year course (open to all fields)
  • Experience Level: No prior experience required; fresh graduates welcome.
  • Skills and Competencies: Strong analytical skills, excellent communication, and proficiency in financial software.
  • Responsibilities and Duties: Assist clients with financial planning, analyze financial data, and prepare reports.
  • Working Conditions: Remote work; regular business hours. (Open to Part-Time of Full-Time Applicants)
  • Qualities and Traits: Detail-oriented, proactive, and possess strong interpersonal skills.


**Kindly send a copy of your resume upon application**

JUAN NICCOLO REYES

MANAGERPrulife UK - Team Niko

Active today

Benefits

  • Employee Recognition and Rewards

    Performance Bonus

  • Insurance Health & Wellness

    Health Insurance

  • Professional Development

    Career Development

Posted on 19 November 2024

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