Portfolio Manager | Zeus Unit
Sun Life of Canada Philippines, Inc. (Cedar Branch)
- Makati, Philippines3rd, 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job closed.
Job Description
- Talking to clients about financial objectives and risk tolerance and then recommend an appropriate financial planning strategy;
- Advising strategies for clients in insurance coverage, investment planning, and cash management;
- Building and maintaining client base.
Minimum Qualifications
- Excellent communication and presentation skills to clients;
- With interpersonal sales skills;
- Excellent problem-solving skills;
- Self-driven.
Perks and Benefits
- Flexitime
Other
Commission based
Required Skills
- Sales and Marketing Knowledge
- Marketing Communications
- Handling Objections
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Office Address
- 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
About Sun Life of Canada Philippines, Inc. (Cedar Branch)
Cedar Branch is the training ground to majority of the top 6% of Financial Advisors in the world.
We are in search of passionate and driven Business Partners who would like to have work-life integration, create an unlimited income and provide Brighter Life to clients and advisors.