Wealth Advisor

PDC insurance Agency Inc.

₱50-70K[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, Distributed team

  • Insurance Health & Wellness

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

  • Perks Benefits

    Company Equipment, Open Workspace, Equity Incentive Plan

  • 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, Parental and Family Leave, Paid Illness Leave

  • Work-Life Balance

    Work from Home

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Description

  • Provide personalized financial planning and investment strategies to clients.
  • Analyze client portfolios and make recommendations for growth.
  • Build and maintain client relationships through regular communication.
  • Stay updated on market trends and economic changes.
  • Ensure compliance with financial regulations and best practices.

Requirements

  • Educational Qualifications: Bachelor's degree in finance, business, or related field.
  • Experience Level: 1-3 years of work experience in any field
  • Skills and Competencies: Strong consultative sales and online sales skills; highly people-oriented.
  • Responsibilities and Duties: Provide tailored financial advice, manage client relationships, and drive sales.
  • Working Conditions: Primarily office-based with occasional remote work options.
  • Qualities and Traits: Excellent communication, empathy, and a results-driven mindset.
Consultative SalesOnline SalesPeople Oriented
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Bernaluz CONSTANTINO

Recruitment officerPDC insurance Agency Inc.

Posted on 20 February 2025

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