Financial Wealth Planner

Pru Like UK - Team Mark

₱15-25K[Monthly]
RemoteFresh Graduate/StudentBachelorPart-time
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish | Tagalog

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Financial advisorMarketingWealth Management

Description

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.


  • Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
  • Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
  • Relationship Management: Build and maintain long-term relationships with clients to ensure ongoing satisfaction and continued business.
  • Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
  • Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.

Requirements

  • This is an exciting opportunity for recent college graduates with a passion for finance, customer service, and helping people achieve their financial goals.


Preview

Mark Anthony Ramos

Financial Advisor Pru Like UK - Team Mark

Active today

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus, Performance Bonus

  • Insurance Health & Wellness

    HMO, Life Insurance

  • Professional Development

    Career Development

Posted on 10 December 2024

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