Wealth Advisor

PDC insurance Agency Inc.

₱40-45K[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

  • 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.
Consultative SalesOnline SalesPeople Oriented
Preview

Bernaluz CONSTANTINO

Recruitment officerPDC insurance Agency Inc.

Posted on 07 March 2025

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