Wealth Advisor

PDC insurance Agency Inc.

₱30-35K[Monthly]
Remote1-3 Yrs ExpBachelorPart-time
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Remote Details

Open Country：Philippines

Language Requirements：English | Tagalog

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

Job Description

Benefits

  • Employee Recognition and Rewards

    Incentives, Quarterly Gifts, No Monitoring System

  • Insurance Health & Wellness

    HMO, Health Insurance, Disability Insurance, Dental Insurance, Life Insurance

  • Perks Benefits

    Company Equipment, Open Workspace

  • Professional Development

    Employee Assistance Program, Mentorship Program

  • Time Off & Leave

    Bereavement Leave, Maternity & Paternity Leave, Sick Leave, Solo Parent Leave, Vacation Leave, Wedding Leave, Paid Time Off, Paid Holidays, Parental and Family Leave

  • Work-Life Balance

    Work from Home

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Description

  • Analyze clients' financial situations and develop tailored strategies.
  • Provide expert advice on investments, taxes, and retirement planning.
  • Prepare detailed reports and presentations for clients.
  • Stay updated on financial regulations and market trends.
  • Build and maintain strong client relationships through excellent communication.

Requirements

  • Educational Qualifications: Bachelor’s degree in any course.
  • Experience Level: 1-3 years of work experience in any field.
  • Skills and Competencies: Strong consultative and online sales skills, with a people-oriented approach.
  • Responsibilities and Duties: Provide financial advice, develop client relationships, and meet sales targets.
  • Working Conditions: Primarily office-based with potential for remote work.
  • Qualities and Traits: Excellent communication skills, strong analytical thinking, and a proactive attitude.
Consultative SalesOnline SalesPeople Oriented
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Bernaluz CONSTANTINO

Recruitment officerPDC insurance Agency Inc.

Posted on 15 January 2025

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