Financial Wealth Manager
Sun Life Philippines - Red Sycamore NBO
- Pasig, Philippines22nd Floor, 30 Meralco Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱50,000.00 - ₱150,000.00 / monthPHP5000015000050000MONTH
- Full timeFULL_TIME
Expired 4 years ago
2020-03-22T16:00:00+00:00Job Description
A Financial Wealth Manager job is to help make well-informed choices for building and protecting our clients’ savings at the same time building a passionate and dependable sales team and future leaders. Sun Life Financial advisors are well-trained, delivers personalized, holistic advice, and highly motivated to build long-term relationships grounded in a clients’ financial success.
- Help develop a comprehensive plan to take our client through all of life’s stages.
- Assess our clients' current financial situation, set achievable financial goal/s, develop a realistic plan/s and put their plan/s into action.
- Monitor our client’s progress and help them make adjustments as their life changes.
- Comply with industry rules and regulations
- Build a team of passionate and dependable financial advisors.
- Nurture and develop future leaders.
In return, you will enjoy a fun environment – to learn, grow and succeed. Make a difference in your life and the life of others!
Minimum Qualifications
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
- People and Service Oriented;
- Achiever and the Entrepreneurial Mindset
- Strong Leadership Background and Passionate to Inspire
- Coachable Heart and Hungry for Knowledge
- Acting with Honor and Truthfulness
- Optimistic and Good Listener
Perks and Benefits
Work from Home
Retirement Benefit Plans
Free Lunch or Snacks
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Other
Local and international trips all expenses paid
Additional bonuses if you reach your target
Monthly cash incentives if you reach your target
Jobs Summary
- Job Level
- Mid-Senior Level / Manager
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- 30 Meralco Ave, Pasig, 1605 Metro Manila, Philippines
- Industry
- Insurance
- Vacancy
- 5 openings
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