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

Financial Advisor | Laurel Unit  

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
    Makati
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • ₱30,000.00 - ₱100,000.00 / month
    PHP
    30000
    100000
    30000
    MONTH
  • Full timeFULL_TIME

Expired 4 years ago

2020-09-18T16:00:00+00:00
Job closed.

Job Description

  • Evaluating client's portfolio in financial planning toward their short-term and long-term insurance, investment , health care and retirement goals.
  • Customer servicing and conducting comprehensive financial reviews to update client's portfolio
  • Preparing or interpreting financial document summaries, investments performance reports and income protection for clients
  • Proactively prospecting to engage in extensive networks
  • Maintains required licenses and trainings as necessary

Minimum Qualifications

  • Good communication and interpersonal skills
  • Customer service
  • Time management
  • Flexible approach at work
  • Goal-driven
  • Proactive
  • Strong work ethic
  • Has technological adaptability
  • Team player

Perks and Benefits

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Medical / Health InsuranceMedical / Health Insurance
  • Performance BonusPerformance Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime

Other

Part-time to Full-Time

International and Local travel incentives

Required Skills

  • Organizing and Planning
  • Sales and Marketing Knowledge
  • Financial Analysis
  • Customer Service
  • Communication Skills

Jobs Summary

Job Level
Associate / Supervisor
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
Industry
Financial Services
Vacancy
10 openings
Website
http://www.sunlife.com.ph

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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.

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