Wealth Advisor

PDC insurance Agency Inc.

Urgent
₦1.1-1.4M[Monthly]
Hybrid - Makati1-3 Yrs ExpBachelorFull-time
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Job Description

Benefits

  • Employee Recognition and Rewards

    Incentives, Quarterly Gifts

  • Insurance Health & Wellness

    HMO, Health Insurance

  • Perks Benefits

    Company Equipment, Open Workspace

  • Professional Development

    Employee Assistance Program, Mentorship Program

  • Time Off & Leave

    Bereavement Leave, Maternity & Paternity Leave, Sick Leave, Solo Parent Leave, Vacation Leave, Wedding Leave, Paid Time Off, Paid Holidays, Parental and Family Leave, Paid Illness Leave

  • 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
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Bernaluz CONSTANTINO

Recruitment officerPDC insurance Agency Inc.

Working Location

Makati. Makati, Metro Manila, Philippines

Posted on 03 January 2025

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PDC insurance Agency Inc.

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