Financial Consultant
2 days ago
Company Description
Rising Eagle Dynasty Life Insurance Agency Inc.
is a
General Agency partner
of
Pru Life UK
, one of the leading life insurers in the Philippines. Located in Ortigas Center, Pasig City, the agency is dedicated to making life and health protection products accessible to Filipinos, supporting them in their financial planning needs, and upholding the noble mission of ensuring every Filipino.
Role Description
This is a part-time remote position for a Financial Consultant. The Financial Consultant will assist clients with financial planning and investment decisions, provide tailored advice for retirement planning, and conduct financial assessments to develop comprehensive strategies. The role requires working collaboratively with clients to evaluate their financial goals and identify appropriate solutions.
Qualifications
- Knowledge of Investments and Finance but not required
- Strong Analytical Skills and the ability to interpret financial data
- Effective communication and relationship-building skills
- Ability to work independently in a remote setting
- Bachelor's degree in Finance, Economics, or a related field is advantageous
- Open for part-time and full-time
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