PDC insurance Agency Inc. Wealth Advisor

Wealth Advisor

PDC insurance Agency Inc.

₱35-40K[Monthly]

Remote1-3 Yrs ExpBachelorFull-time

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

Consultative SalesOnline SalesPeople Oriented

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.

Preview

Bernaluz CONSTANTINO

Recruitment officerPDC insurance Agency Inc.

High response rate

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