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Wealth Planning Executive

Company prefers not to disclose
Freelance · Remote/WFH
Minimum Bachelor’s Degree
1 - 3 years of experience

Job Requirements

Remote/WFH
1 - 3 years of experience
Minimum Bachelor’s Degree
25-45 years old

Skills

Leadership

Financial Advisory

Teamwork

Customer Relations

Communication Skills

Job Benefits

Employee Award

Flexible Hours

Sales Commission

Perform Bonus

Mentorship

Training/Certification

Career Path

This job post is managed by

HS
Hendra Sutandi

Job description for Wealth Planning Executive at Power One

About Us

PowerOne is a major business unit of Prudential Indonesia. We act in the best interest of our clients, hold the highest standard of solutions-based advice. We focus on what really matters in one’s financial life: Income Protection, Retirement & College Savings, Healthcare Fund and Generational Wealth.

Career Opportunity

With more and more people aware about better life and money wellness, the demand for holistic financial planning is increasing by the day. Prepare yourself for a great career opportunity to impact your client’s life beyond finance, as “Wealth Planner”

Role & Responsibility

• Acquire new clients

• Develop new business unit through Strategic Partnership

• Nurturing relationships

What can You expect?

• Uncapped Performance-Based Income

• Quarterly bonus, awards and annual (around the world) incentive trips

• Ongoing career development training, coaching and mentorship

• The flexibility to balance your personal life and work life

• Supported by fully digital mobile apps work environment

The preferred qualifications

• A university degree, min. S1, majoring in economics is an added advantage

• Between 25–45 years of age

• A self-motivated, highly driven and resilient personality

• Enjoys working with people

• Strong communication skills (ability to listen, understand and give valuable advice)

About the company
Power One
Insurance
11 - 50 employees

Power One Indonesia adalah mitra dari Prudential Indonesia, salah satu perusahaan asuransi terbesar di Dunia dan Asia, dan juga merupakan salah satu perusahaan asuransi terkemuka di Indonesia dalam bidang Asuransi Jiwa. Power One merupakan Agency terbesar di Indonesia yang telah mencetak puluhan ribu tenaga pemasaran dan ratusan Leader di seluruh Indonesia.

Office address

APL Tower Lantai 33 unit T5-T6 , jl. Jend. S. Parman Kav. 28 Podomoro city Grogol Jakarta Barat 11440

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Wealth Planning Executive