Part-Time Financial Advisor | Metro Manila
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
- Pasig, Philippines7F, San Miguel Ave, San Antonio, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱45,000.00 - ₱80,000.00 / monthPHP45,00080,00045,000MONTH
- Part timePART_TIME
As a Financial Advisor, you get to meet a lot of people and be able to help them achieve better and healthier lives through financial planning.
You will undergo series of training that will equip you to be the best in the industry. This will enable you to perform the following:
- Client Prospecting
- Assessing and reviewing the client's current financial situation, to be able to present an appropriate financial plan.
- Discussing and explaining the different types of financial services available and that are fit to their needs.
- Offering solutions such as money and wealth management, savings and investment, life and health insurance, education and retirement fund, estate planning.
- Consistently and continuously monitoring the client's financial status to ensure that their short and long-term goals are achieved.
All these can be done at the comfort of your home as remote/online selling is now allowed ensuring you and your client's safety. This will also allow you to reach and help more people in different parts of the country.
Join our team and take part in our mission of empowering every Filipino family through financial literacy so they can have better and healthier lives.
Candidate must possess the following:
- At least a Bachelor's/College Degree
- Goal-driven and Hardworking
- Has a strong desire for professional and personal growth
- Owns a laptop or iPad with a stable internet connection for a work from home set-up
- Willing to attend training and meetings (online or face to face)
- Has strong analytical and planning skills
- Has good communication and presentation skills
- Preferably 1-3 years work experience in any field but sales and marketing background is an advantage
*We only entertain and accept serious and responsive applicants
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Monthly Bonuses
- Unit, Branch and Company Performance Incentives
- Local and International Travel Incentive
Licenses and Certifications
- Insurance Agent License
- Hotel, Restaurant & Institution Management [Tourism Management Track]
- sales and marketing
- Information Technology