Financial Advisor | Laurel Unit
Sun Life of Canada Philippines, Inc. (Cedar Branch)
- Makati, Philippines3rd, 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱30,000.00 - ₱100,000.00 / monthPHP3000010000030000MONTH
- Full timeFULL_TIME
Job closed.
Job Description
- Evaluating client's portfolio in financial planning toward their short-term and long-term insurance, investment , health care and retirement goals.
- Customer servicing and conducting comprehensive financial reviews to update client's portfolio
- Preparing or interpreting financial document summaries, investments performance reports and income protection for clients
- Proactively prospecting to engage in extensive networks
- Maintains required licenses and trainings as necessary
Minimum Qualifications
- Good communication and interpersonal skills
- Customer service
- Time management
- Flexible approach at work
- Goal-driven
- Proactive
- Strong work ethic
- Has technological adaptability
- Team player
Perks and Benefits
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Other
Part-time to Full-Time
International and Local travel incentives
Required Skills
- Organizing and Planning
- Sales and Marketing Knowledge
- Financial Analysis
- Customer Service
- Communication Skills
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
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About Sun Life of Canada Philippines, Inc. (Cedar Branch)
Cedar Branch is the training ground to majority of the top 6% of Financial Advisors in the world.
We are in search of passionate and driven Business Partners who would like to have work-life integration, create an unlimited income and provide Brighter Life to clients and advisors.