Financial Consultant I CDO
Sun Life Financial - Evergreen NBO
- Cagayan de Oro, Philippines7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Cagayan de Oro, Northern Mindanao, PhilippinesCagayan de OroNorthern MindanaoPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job Description
We are looking for professionals who are goal driven to join our team of dynamic, hardworking individuals who will help us spread financial literacy among Filipinos. This career offers flexible hours, lucrative income, encouraging work environment, and a lot of growth opportunities.
MAIN DUTIES:
Identify the financial needs of clients and provides recommendations.
Provide Financial Planning using accredited tools provided by Sun Life
Asking the right questions to identify expected / current financial challenges
Give recommendations to solve client’s current and future financial needs
Establish a life-time service to clients and their family
WHAT WE OFFER:
Flexible working schedule and location
Unlimited earning potential
Performance-based income (Commission-based Monthly and Quarterly bonus)
Travel Incentives
Insurance and subsidised HMO
Rewards and Recognition
Trainings for continuous learning
Hyper-fast promotion/career growth
Minimum Qualifications
Candidate must possess at least Bachelor’s Degree in any field
Willing to attend trainings and seminars on Financial/Insurance Practices
Must be willing to do field work
Passionate and committed
Team players
Willing to adapt to change
Perks and Benefits
- Flexitime
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Life Insurance
Required Skills
- Content Writing
- Proposal Writing
- Needs Analysis
- Listening
- Closing Sales
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 30 openings