Financial Advisor
Sun Life| Grand Perseus Unit
- Makati, PhilippinesGrandis Tree NBO Branch, 13F Luz Building, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱30,000.00 - ₱100,000.00 / monthPHP3000010000030000MONTH
- FreelanceCONTRACTOR
Job closed.
Job Description
- Provides financial planning support to clients
- Help clients manage their porfolios and assess their goals
- Respond to prospective clients queries about financial planning
- Attend sponsored trainings and meeting participation
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Goal Driven
- Driven to succeed
- Energetic and Enthusiastic
- Team Player
- coachable
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Required Skills
- Sales and Marketing Knowledge
- Interpersonal Skills
- Computer Literacy / Basic Computer Skills
Licenses and Certifications
- Insurance Agent License
Preferred Courses
- accountancy, sales and marketing, engineering, nurse
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Gamboa Street, Legaspi Village
About Sun Life| Grand Perseus Unit
Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. To date, the company has grown to over 80 branches nationwide. Grandis Tree Branch is one of the branches with Financial Advisors belonging to the top 6% Most Trusted in the insurance and investment industry.
With the company’s goal of being a ”Partner for Life” to every individual, Grandis Tree Branch fulfills this advocacy guided by our mission statement: ”To Empower ourselves, To lead together, To Inspire others”.