Financial Advisor | Part-Time | Star Ruby Unit
- Makati, Philippines3rd Floor, Ace Building, Rada cor Dela Rosa Sts., Legaspi Village, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippines
- 30,000.00 - 150,000.00 PHP / monthPHP30,000.00150,000.0030,000.00MONTH
- Part time
- Help achieve the client’s goals through a “needs-based” approach using the collected information and financial tools to come up with sound financial advice.
- Educate clients on preparing for Old age, Disability, Death, and Sickness (ODDS) to achieve financial security through life insurance.
- Introduce wealth build-up strategies to clients for their (child's) educational, business and retirement planning using life insurance and mutual funds.
- Build client bases to keep current client policies up-to-date and prospects new clients actively.
- Review clients’ Sun Life accounts, at least once a year, to check economic and market changes and suggest plan readjustment if needed.
- Explain to clients all terms of the life insurance contract or mutual fund and ensure they understand it.
- Turn over to the company the money collected within 24 hours.
- Maintain performance and production based on minimum agency standards. (Remuneration for this position is performance-based. Expect monthly performance bonus for those who meet the targets.)
- Assist clients in life insurance claims, fund withdrawal, and other concerns.
- Practice always strictest confidentiality (in compliance with R.A. 10173 Data Privacy Act) and act in the client’s best interest.
- Preferably with at least 1-year work experience or entrepreneurship background
- With a heart to serve a client in their best interest
Perks and Benefits
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Free Lunch or Snacks
- Performance Bonus
Travel Incentives - Local and International
Free registration to Conventions and Seminars to stellar advisors
- Sales and Marketing Knowledge
- People Management
- Problem Solving
- Closing Sales
- Behavioral Sciences [Organizational & Social Systems Development] and BS Business Management
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