Agency Partner (Financial Advisor)
Laguna, Laguna
Posted more than 30 days ago
- Company:
- Opulent Draco
- Company Description:
- Our Vision is to be the top supplier of clients’ best and first choices for insurance, investments, and services. Since they are at the center of everything we do, our clients. Our mission is to provide our clients with the best asset accumulation, investment, and wealth management services, products, and support available. We also aim to be the industry leader in insurance by offering coverages, and services that are second to none.
- Contract Type:
- Remote
- Experience Required:
- No Experience
- Education Level:
- Bachelor’s Degree
- Gender:
- Any
- Number of vacancies:
- 75
Job Description
Responsibilities:
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications:
College Grad (Bachelors or Associate Degree courses)
with or without working experience.
Strong understanding of the investment business
Excellent interpersonal skills
- Salary:
- 30.000,00 ₱ Monthly
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