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Financial Consultant (Remote / Bulacan)

Part-time

PRU Life UK - Team JP

  • 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.
    • 21 to 35 years old
    • 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
Vacancy posted 25 days ago
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