Wealth Advisor
PDC insurance Agency Inc.
Detalhes remotos
Abrir País：Filipinas
Requisitos de Idioma：Portuguese-Brazil | Tagalog
Descrição do Trabalho
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.
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
Postado em 15 January 2025
Wealth Advisor
PDC insurance Agency Inc.₱35-50K[Mensual]
Remoto1-3 Anos ExpBacharelTempo Inteiro
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Sertai Bossjob
Peringatan Keselamatan Bossjob
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Jika anda menemui majikan yang mempunyai tindakan berikut semasa pencarian kerja anda, sila laporkan segera
- menahan ID anda,
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- mengumpul faedah haram,
- atau situasi haram yang lain.
