Sun Life Philippines - Red Sycamore NBO
Sun Life Philippines - Red Sycamore NBO

Associate Wealth Planner  

Sun Life Philippines - Red Sycamore NBO

  • Pasig, Philippines
    22nd Floor, 30 Meralco Avenue , Pasig, Metro Manila, Philippines
    Pasig
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • ₱20,000.00 - ₱100,000.00 / month
    PHP
    20000
    100000
    20000
    MONTH
  • Full timeFULL_TIME

Expired 4 years ago

2020-03-28T16:00:00+00:00
Job closed.

Job Description

  • Assess client's financial needs and create future financial solutions.
  • Assist in developing sound and realistic financial plans.
  • Proactively market different investment instruments to prospective client's and family members.
  • Conducts a regular financial planning services and policy reviews to individual clients.
  • Regularly attends financial planning seminars and workshop related to market field conducts

Minimum Qualifications

  • At least a University Graduate or Fresh Graduate
  • Strong analytical and planning skills
  • Good communication and presentation skills
  • Excellent problem-solving skills
  • Goal-oriented
  • Coachable and willing to be trained
  • Can work independently
  • Family-oriented individuals
  • Very pro-active

Perks and Benefits

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • HousingHousing
  • Medical / Health InsuranceMedical / Health Insurance
  • Performance BonusPerformance Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime

Other

Local and international trips all expenses paid

Additional bonuses upon reach target

Monthly cash incentives if you reach target

Required Skills

  • Creative Thinking
  • Presentation Skills
  • Customer Service
  • Communication Skills
  • Handling Objections
  • 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
Often
Office Address
The 30th Corporate Center, 30 Meralco Ave, Pasig, 1605 Metro Manila, Philippines
Industry
Insurance
Vacancy
15 openings

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About Sun Life Philippines - Red Sycamore NBO

Red Sycamore NBO is a refreshing mix of tenured golden generation and younger generation Financial Advisors and Unit Managers from the country’s number 1 insurance company: Sun Life Financial. The team leverages from the experiences and expertise of the incumbent multi-awarded tenured advisors who have been in service for 25 years and more. Yet it continues to evolve as it welcomes millennials and Gen Zs on its workforce and reward them regardless of age or tenure. An epitome of strength, reliability and clarity as the branch tree implies, its team members work together to integrate consistent development and expansion. Building an environment whose values are grounded in: - Excellence and Grit - Engagement and collaboration - Open for feedback - Growth and inspired action

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