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Part-time WFH - Financial Advisor

Company

Pru Life UK

Location

remote, romblon

Type

Full-time

Join to apply for the Part‑time WFH - Financial Advisor role at Pru Life UK .

Responsibilities

  • Provide financial advice to clients based on their financial situation and goals.
  • Assist clients in developing a personalized financial plan.
  • Monitor and review clients' financial progress regularly.
  • Educate clients about investment strategies and financial products.
  • Build and maintain long‑term relationships with clients.

Requirements

  • Educational Qualifications: Bachelor's degree in Finance, Business, or a related field preferred.
  • Experience Level: Entry‑level (02 years).
  • Skills and Competencies: Strong communication and interpersonal skills.
  • Qualities and Traits: Analytical thinker with attention to detail.
  • Responsibilities and Duties: Ability to work independently and remotely.

Job Details

  • Seniority level: Not Applicable <...

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