Financial Advisor | Unit Bathala
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
- Part timePART_TIME
Job closed.
Job Description
- Talk to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answer client questions about financial plans and strategies and giving financial advice.
- Advice strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyze financial data received from clients to develop strategies for meeting clients' financial goals.
- Manage and update client portfolios.
- Contact clients regularly to discover changes in their financial status.
- Build and maintain a client base.
Minimum Qualifications
- Strong analytical and planning skills
- Excellent communication and presentation skills
- Good problem-solving skills
- Leadership Background
- Coachable and hardworking
- Self-motivated and confident
- Family Oriented and God Fearing
Perks and Benefits
- Flexitime
- Performance Bonus
Required Skills
- Presentation Skills
- Persuasion and Negotiation
- Networking
- Planning
- Selling
- Decision-Making
- Design Creation
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
- 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.