Financial Consultant - Advisor - WFH/REMOTE
Prulife UK- ORSLIA Team Guila
تفاصيل العمل عن بعد
البلد المفتوح：الفلبين
متطلبات اللغة：إنجليزية | التغالوغ
وصف الوظيفة
- As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies to help them achieve financial security and success.
- Client Relationship Management:
- Build and maintain relationships with individual and corporate clients.
- Conduct financial needs analysis to understand clients’ goals and risk tolerance.
- Provide ongoing support and updates to clients as their financial situations evolve.
- Financial Planning and Advisory:
- Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
- Offer advice on risk management and wealth-building strategies.
- Educate clients about market trends, product offerings, and financial best practices.
- Sales and Business Development:
- Proactively identify new clients through networking, referrals, and lead generation.
- Present and promote financial products that align with clients' needs.
- Meet or exceed sales targets and contribute to the team’s overall performance.
- Training and Development:
- Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
- Obtain necessary certifications and licenses to practice as a financial advisor.
- Bachelor's degree
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Sales-driven mindset with the ability to build lasting client relationships
Guila Pauline Leocadio
Assistant Unit ManagerPrulife UK- ORSLIA Team Guila
نشط خلال سبعة أيام
نشر بتاريخ 01 March 2025
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