Financial Advisor | Unit Bathala

Sun Life of Canada Philippines, Inc. (Cedar Branch)

  • Makati, Philippines
    3rd, 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village, Makati, Metro Manila, Philippines
    Metro Manila
  • Part time
Posted a month ago and deadline of application is on 18 Sep
Recruiter was hiring 5 hours ago

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 Flexitime
  • Performance Bonus 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
Office Address
3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
Financial Services
50 openings

Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.

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.
People who applied to this job also applied to