Financial Consultant

PruLife UK - Team Jed

₺36.4-72.7K[Aylık]

Hibrit - MakatiYeni Mezun/ÖğrenciÜniversite mezunuTam zamanlı

Paylaşmak

Çalışan Takdiri ve Ödüllendirme
Komisyon, Performans bonusu, Ayın Çalışanı Ödülü, Çalışan Tanıma Programı, Tatil Hediyeleri, Teşvikler, Üç Aylık Hediyeler
Sigorta Sağlık ve Wellness
HMO
Profesyönel geliştirme
Mesleki Eğitim, Profesyönel geliştirme
İş-Yaşam Dengesi
Bağımlı Bakım, Esnek saatler, Evden çalışmak

Devamını oku

Provide expert financial advice to clients on investment strategies, tax planning, and retirement planning.
Analyze clients' financial status and develop personalized financial plans.
Monitor and review financial portfolios regularly to ensure alignment with client goals.
Educate clients on financial products and services.
Build and maintain strong client relationships for long-term success.

Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or related field.
Experience Level: Fresh graduates or students with relevant internships encouraged to apply.
Skills and Competencies: Proficient in online sales, telemarketing, and fund sales techniques.
Responsibilities and Duties: Provide financial advice, engage clients, and promote financial products.
Working Conditions: Office or remote work with flexible hours; may involve client meetings.
Qualities and Traits: Excellent communication skills, strong analytical thinking, and customer-oriented approach.

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