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
Bernaluz CONSTANTINORecruitment officer
Financial Wealth Planner
Pru Like UK - Team Mark₱15-25K[Mensual]
RemotoGraduação/Aluno FrescoBacharelPar-horário
Mark Anthony RamosFinancial Advisor
Finance Consultant
永明金融HK$30-60K[Mensual]
RemotoSem necessidade ExpEdu não necessárioTempo Inteiro
Alvin Wong Financial advisor
Financial Consultant - Makati City - Part Time
Sun Life - Otto the Great Unit₱25-50K[Mensual]
Remoto1-3 Anos ExpBacharelPar-horário
Kandi GuimanRecruiter
Financial Consultant
Prulife UK Philippines - Team Eygee₱20-25K[Mensual]
RemotoGraduação/Aluno FrescoBacharelPar-horário
Joyce Mariel Torres-Del MundoFinancial Consultant
海量職位任你選！
Bossjob安全提醒
若該職位需要您出國工作，請提高警惕，並小心詐騙。
如果您在求職過程中遇到雇主有以下行為， 請立即檢舉
- 扣留您的身分證件，
- 要求您提供擔保或收取財產，
- 迫使您投資或籌集資金，
- 收取非法利益，
- 或其他違法情形。
