Part time Financial Advisor (Remote Setup)

Pru Life UK - Team Josh

₱20-30K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish | Tagalog

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Description

  • Provide financial planning and investment advice to clients remotely.
  • Assess clients' financial goals and recommend suitable products.
  • Develop and maintain client relationships through effective communication.
  • Conduct market research and stay updated on financial trends.
  • Prepare and present financial reports and strategies.
  • Work flexible hours to accommodate clients' needs.


This job is only open to candidates residing in NCR and nearby areas.

Requirements

  • Educational Qualifications: Bachelor’s degree in any field.
  • Experience Level: No previous experience required; entry-level candidates are encouraged to apply.
  • Skills and Competencies: Excellent communication skills, analytical thinking, and problem-solving abilities.
  • Responsibilities and Duties: Assist clients in financial planning, provide guidance on investment strategies, and maintain client records.
  • Working Conditions: Remote setup with flexible hours, allowing for a work-life balance.
  • Qualities and Traits: Strong interpersonal skills, proactive attitude, and a commitment to client success.


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Joshua Brylle Junio

Assistant Unit ManagerPru Life UK - Team Josh

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Posted on 10 May 2025

Pru Life UK - Team Josh

<50 Employees

Insurance & Superannuation

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