Financial Consultant
PruLife UK - Team Jed
Descrição do Trabalho
Benefícios
Recompensas e reconhecimento de funcionário
Comissões, Bônus de desempenho, Funcionário do prêmio do mês, Programa de reconhecimento de funcionário, Presente de Feriado, Incentivos, Presente Trimestral
Saúde e Bem-Estar
HMO
Desenvolvimento Profissional
Treinamento de Trabalho, Desenvolvimento Profissional
Balanço de Vida
Cuidado dependente, Horas Flexíveis, Trabalho de casa
Descrição:
- 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.
Requisito
- 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.
Jade Calabag
OwnerPruLife UK - Team Jed
High response rate
Local de trabalho
7th floor, Polaris
Postado em 12 March 2025
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