Wealth Advisor

PDC insurance Agency Inc.

₱30-35K[Mensual]
Remoto1-3 Anos ExpBacharelPar-horário
Compartilhar

Detalhes remotos

Abrir País：Filipinas

Requisitos de Idioma：Portuguese-Brazil | Tagalog

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Descrição do Trabalho

Vendas ConsultivasVendas OnlinePessoas Orientadas

Descrição:

  • 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.

Requisito

  • 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.
Preview

Bernaluz CONSTANTINO

Recruitment officerPDC insurance Agency Inc.

High response rate

Benefícios

  • Recompensas e reconhecimento de funcionário

    Incentivos, Presente Trimestral, No Monitoring System

  • Saúde e Bem-Estar

    HMO, Seguro de saúde, Seguro de Deficiência, Seguro Dental, Seguro de Vida

  • Benefícios de Habilidades

    Equipamento da Empresa, Abrir Workspace

  • Desenvolvimento Profissional

    Programa de assistência ao funcionário, Programa de Mentorship

  • Tempo de desligamento e Saída

    Deixamento de ressonância, Maternidade e licença de paternidade, Licença médica, Licença Pai Solo, Férias Deixadas, Licença de Casamento, Paid Time Off, Feriados Pagos, Parental and Family Leave

  • Balanço de Vida

    Trabalho de casa

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Postado em 15 January 2025

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PDC insurance Agency Inc.

Desfinanciado / Anjo

<50 Funcionários

Seguros e Superanuição

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