Financial Wealth Planner | Work From Home
Sun Life of Canada
- Taguig, PhilippinesTaguig, Metro Manila, PhilippinesTaguigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱50,000.00 - ₱100,000.00 / monthPHP5000010000050000MONTH
- Part timePART_TIME
Expired 2 years ago
2022-10-16T22:15:50.988789+00:00Job closed.
Job Description
- Understand clients’ financial needs
- Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
- Answer clients’ questions and address concerns
- Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
- Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Manage and regularly update clients’ portfolios.
- Continuous communication with clients’ to stay up to date with their financial status
- Building and maintaining your client base.
Minimum Qualifications
- Bachelor’s degree in any course.
- We accept fresh graduates
- Willing to be trained
- Willing to take the Insurance Commission Exam
- Knowledge of securities and insurance industries is an advantage but not required.
- Critical thinker and problem-solving skills
- Team player
- Good time-management skills
- Great interpersonal and communication skills
- High integrity
Perks and Benefits
Work from Home
Retirement Benefit Plans
Special Leave Benefits for Women
Single Parent Leave
Paid Holidays
Medical / Health Insurance
Paid Sick Leave
Paid Vacation Leave
Performance Bonus
Paid Bereavement/Family Leave
Life Insurance
Flexitime
Child Care Benefits
Maternity & Paternity Leave
Medical, Prescription, Dental, or Vision Plans
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Sun Life Financial (Raven's Tower NBO) 8th Floor, Milestone Bldg.,5th Ave. BGC, Taguig City
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About Sun Life of Canada
Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives.
In doing so, we are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world.