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Wealth Advisor

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Wealth Advisor

PDC insurance Agency Inc.

₱25-30K[Monthly]
Hybrid - Manila1-3 Yrs ExpBachelorPart-time
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Job Description

Consultative SalesOnline SalesTelemarketingPeople Oriented

Description

FWD Group is a pan-Asian life insurance business with more than 13 million customers across 10 markets. Established in 2013, our focus is on changing the way people feel about insurance. We deliver innovative propositions, easy-to-understand products, and a simpler insurance experience through a customer-led and digitally enabled approach.


Role Description


This is a full-time hybrid role of Financial Wealth Planner at FWD Insurance. As a Financial Wealth Planner, you will be responsible for day-to-day tasks related to financial planning, including providing comprehensive advice to clients, developing and implementing financial strategies, and assisting clients in achieving their financial goals. This role is based in Makati, with flexibility for some remote work.

Requirements

  • Any Bachelor's Degree Professionals or
  • 2 Years College Level/Graduate with at least 2 years working experienced.

Bernaluz CONSTANTINO

Recruitment officerPDC insurance Agency Inc.

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