Wealth Advisor

PDC insurance Agency Inc.

₱35-50K[Monthly]
Remote1-3 Yrs ExpBachelorFull-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

Consultative SalesOnline SalesPeople Oriented

Description

As a Financial Wealth Planner at FWD Philippines Inc., you will play a critical role in helping clients achieve their financial goals and secure their future. You will provide expert financial advice, develop personalized wealth management strategies, and build lasting relationships with clients. Your goal is to deliver exceptional service and drive client satisfaction through tailored financial solutions.

Requirements

  • Any Bachelor's Degree Professionals or
  • 2 Years College Level/Graduate with at least 2 years working experienced.
Preview

Bernaluz CONSTANTINO

Recruitment officerPDC insurance Agency Inc.

More than ten replies today

Benefits

  • Employee Recognition and Rewards

    Incentives, Quarterly Gifts

  • Insurance Health & Wellness

    HMO, Health Insurance, Dental Insurance, Family/Dependent Health, Life Insurance

  • Perks Benefits

    Company Equipment, Open Workspace

  • Professional Development

    Employee Assistance Program, Mentorship Program, Career Development

  • Time Off & Leave

    Bereavement Leave, Maternity & Paternity Leave, Sick Leave, Solo Parent Leave, Vacation Leave, Wedding Leave, Paid Time Off, Paid Holidays, Paid Illness Leave, 4 Day Workweek

  • Work-Life Balance

    Work from Home

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Posted on 17 January 2025

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