Wealth Advisor
PDC insurance Agency Inc.
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
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
- 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.
- 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.
Bernaluz CONSTANTINO
Recruitment officerPDC insurance Agency Inc.
Posted on 15 January 2025
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