Financial Planner - Meissa Unit | Makati

Sun Life Financial - Diamond Tree NBO

  • Makati, Philippines
    101 Rada , Makati, Metro Manila, Philippines
    Metro Manila
  • 50,000.00 - 150,000.00 PHP / monthPHP50,000.00150,000.0050,000.00MONTH
  • Part time
Posted 2 months ago and deadline of application is on 29 Dec
Recruiter was hiring an hour ago

Financial Planner - Meissa Unit | Makati

Sun Life Financial - Diamond Tree NBO

Job Description

  • Analyze financial situations to determine risk, reward, and opportunity.
  • Help individuals and companies individuals examine their immediate and long-term financial situations to appropriate use their savings, income, and make investments
  • Active acquisition of new clients and develops different markets.

Minimum Qualifications

  • Strong analytical and planning skills
  • Good communication and presentation skills
  • Willing to give at least 15 hrs per week for the job
  • Willing to be trained
  • Enjoys talking to people
  • Goal oriented, driven and passionate

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus

Required Skills

  • Creative Thinking
  • Organizing and Planning
  • Presentation Skills
  • Problem Solving
  • Critical Thinking
  • Product Positioning
  • Rapport Building

Preferred Courses

  • Accountancy
  • sales
  • Chemical Engineering

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Accounting and Finance
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Ace Building, Rada, Legazpi Village, Makati, Metro Manila, Philippines
Insurance and Investments
5 openings

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About Sun Life Financial - Diamond Tree NBO

Established in 1965, Sun Life Financial is one of the largest and oldest international life insurance companies in the world. Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life. To date, the company has grown to over 70 branches nationwide. The Diamond Tree Branch is a stronghold of new and seasoned financial advisors working together to serve our clients as we strive to make Sun Life the best insurance and asset management company in the country. Our branch is home to leaders and top performers within the company and across the entire industry, even attaining prestigious MDRT and GAMA memberships, recognized on both local and international levels. In harmony with Sun Life’s goal of becoming a “Partner for Life” to our clients, we at Diamond Tree Branch seek to fulfill this through the realization of our mission - to develop leaders, and to transform lives. Join us, and become a part of the revolution for a brighter life.