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
- PHP 30.000,00 - PHP 100.000,00 / bulanPHP3000010000030000MONTH
- Penuh waktuFULL_TIME
Ditutup.
Deskripsi Pekerjaan
- 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
Kualifikasi Minimum
- Good communication and interpersonal skills
- Customer service
- Time management
- Flexible approach at work
- Goal-driven
- Proactive
- Strong work ethic
- Has technological adaptability
- Team player
Fasilitas dan Tunjangan
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Lain-Lain
Part-time to Full-Time
International and Local travel incentives
Keahlian yang diperlukan
- Organizing and Planning
- Sales and Marketing Knowledge
- Financial Analysis
- Customer Service
- Communication Skills
Ringkasan Perkerjaan
- Tingkat Posisi
- Supervisor / Asisten Manager
- Spesialisasi
- Sales and Marketing
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Often
- Alamat Kantor
- 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
Tentang 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.