Job Description

  • 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


Job Details

Role Level: Not Applicable Work Type: Part-Time
Country: Philippines City: Manila, National Capital Region
Company Website: http://www.prulifeuk.com.ph Job Function: Finance
Company Industry/
Sector:
Insurance

What We Offer


About the Company

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