Financial Consultant

₱20-40K[Monthly]
RemotePart-timeNo Exp RequiredBachelor
Share

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 REYES91% response rate

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

Report this job

Bossjob Safety Reminder

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
  • forces you to invest or raise funds,
  • collects illicit benefits,
  • or other illegal situations.