Wealth Advisor

PDC insurance Agency Inc.

₱40-55K[Monthly]
Remote1-3 Yrs ExpBachelorFull-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, Performance Bonus

  • Insurance Health & Wellness

    HMO, Health 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

  • Work-Life Balance

    Work from Home

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Description

  • Analyze financial data to provide strategic advice
  • Develop personalized financial plans for clients
  • Assess investment opportunities and risks
  • Prepare reports and presentations for stakeholders
  • Maintain up-to-date knowledge of financial regulations
  • Build and maintain client relationships
  • Collaborate with other financial professionals

Requirements

  • Educational Qualifications: Bachelor’s degree
  • Experience Level: 1-3 years of relevant work experience.
  • Skills and Competencies: Proficient in consultative and online sales; strong people-oriented approach to client interactions.
  • Responsibilities and Duties: Provide financial advice to clients, develop tailored financial plans, and maintain client relationships.
  • Working Conditions: Primarily office-based with potential travel for client meetings.
  • Qualities and Traits: Excellent communication, analytical mindset, and a proactive attitude towards problem-solving.
Consultative SalesOnline SalesPeople Oriented
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Bernaluz CONSTANTINO

Recruitment officerPDC insurance Agency Inc.

Posted on 06 March 2025

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