Financial Advisor | Managerial Candidate | San Jose, Occidental Mindoro
Sun Life of Canada Philippines, Inc. (Cedar Branch)
- San Jose, PhilippinesSan Jose, MIMAROPA, PhilippinesSan JoseMIMAROPAPhilippinesPhilippinesTELECOMMUTE
- ₱70,000.00 - ₱399,999.00 / monthPHP7000039999970000MONTH
- Full timeFULL_TIME
Job Description
- Manage a team of Financial Advisors to meet standards and targets.
- Provide guidance, motivation and training to align team activities with the mission, vision and values of the company.
- Monitor team performance and production.
- Act as a Financial Advisor to help achieve client’s goals through needs-based approach; Offer appropriate Sun Life financial products that answers clients' needs.
- Educate clients and team on the importance of preparing for old age, disability, death, and sickness (ODDS) to achieve financial security through life insurance.
- Ensure compliance of team members to the highest ethical standards.
- Introduce to clients wealth accumulation strategies for education and retirement planning using life insurance and mutual funds.
- Build and maintain client and advisor bases, keeping current client plans up‐to‐date and prospects new clients/recruits on an on-going basis.
- Review clients' accounts and plans, at least once a year, to determine economic changes and market performance; and indicate plan readjustment, if needed.
- Explain all essential provisions of the life insurance contract or mutual fund.
- Turn over to collectables in trust immediately.
- Assist in the release of life insurance claims or fund withdrawal to clients.
NOTE:
1) It is mandatory that candidates have stable internet connection (at least 20mbps) and desktop/laptop because Trainings and Meetings are done online 100%.
2) Remuneration for this position is performance-based. Additional monthly performance bonus will be received when certain performance targets are met.
Minimum Qualifications
We are expanding in San Jose, Occidental Mindoro!
Financial Advisors | Managerial Candidates have a strong desire and commitment to develop people and help the Financial Advisors have a meaningful and successful career. The main responsibility is to recruit and create a solid team of Financial Advisors who will promote Sun Life's mission of providing lifetime financial security to Filipinos. The Manager will also train and supervise the members of his business unit.
We share the values of:
- Commitment - the importance of time and word of honor
- Involvement - the importance of being with the team
- Excellence - the drive of being always at the top
- Genuineness - authentic and sincere in all transactions and the natural passion to help
If these qualities resonates with your personal values, join our growing team and help us touch lives while promoting financial wellness in Mindoro!
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Required Skills
- Organizing and Planning
- Presentation Skills
- Persuasion and Negotiation
- Record Keeping
- Communication Skills
Preferred Courses
- Entrepreneurship
- Psychology
- Behavioral Sciences and BS Business Management
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- San Jose, MIMAROPA, Philippines