Financial Advisor | Mandaluyong
Sun Life Financial - Evergreen NBO
- Pasig, Philippines7th Floor, 45 San Miguel, San Miguel Avenue, San Antonio, Pasig, Metro Manila, Philippines, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- PHP 70.000,00 - PHP 120.000,00 / bulanPHP7000012000070000MONTH
- Paruh waktuPART_TIME
Berakhir 2 years ago
2022-02-17T02:16:04.510649+00:00Ditutup.
Deskripsi Pekerjaan
A Financial Advisor provides expertise for clients' decisions with regards to money matters, personal finances, and investments. Your responsibilities are (but not limited to) the following:
- Perform daily prospecting of clients and building of client base
- Educate clients on the importance of savings, investments, insurance, education funding and retirement planning.
- Help clients plan for their short-medium and long-term goals and recommend the best financial plan that will address these goals.
- Participate in personal and professional development assemblies as well as team and branch meetings
- Build lasting and valuable relationship with clients
Kualifikasi Minimum
- Strong analytical and planning skills
- Bachelor's Degree Graduate of Accountancy, Engineering, Business, Finance and other related fields.
- Has entrepreneurial mindset
- Hardworking
- Coachable and willing to be trained and attend learning sessions/seminars
- Competitive and goal oriented
- Has excellent communication and presentation skills
- Must pass the Insurance Commission Licensure Exam
Fasilitas dan Tunjangan
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Lain-Lain
- Unlimited earning potential
- Quarterly and Annual Incentives
- Local and International Trips
- Invitations to Company and Industry Awards events
- Career Growth
- Retirement Program
- Housing and Auto Loan
Keahlian yang diperlukan
- Organizing and Planning
- Presentation Skills
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Time Management
- Problem Solving
- Communication Skills
Jurusan yang Diminati
- Accountancy
- Business related
- Education
Ringkasan Perkerjaan
- Tingkat Posisi
- Lulusan Baru / Junior
- Spesialisasi
- Sales and Marketing
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Always
- Alamat Kantor
- 45 San Miguel, San Miguel Avenue, San Antonio, Pasig, Metro Manila, Philippines
- Industri
- Financial Services
- Lowongan
- 12 lowongan dibuka
Agar merasa aman saat melamar: carilah ikon verifikasi dan selalu lakukan riset terhadap Perusahaan yang Anda lamar. Hindari dan laporkan situasi dimana Perusahaan membutuhkan bayaran dalam proses rekrutmen mereka.
Tentang Sun Life Financial - Evergreen NBO
Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. Currently celebrating its 125th year anniversary, Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income as reported by the Insurance Commission.
Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives.
In doing so, we are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world.
Evergreen NBO is now on its 15th year in existence and has over 150 agency sales force. The branch's strength lies in its focus on training, and has since successfully produced several Million Dollar Round Table (MDRT), International Quality Awardees (IQA), Leaders' Conference, and Macaulay Club qualifiers.
It's Management Team has distinguished themselves in qualifying in Sun Life's Management Elite group: Triple A awards, General Agency Management Association (GAMA) International: International Management Award (IMA) Platinum (for the branch) and GAMA Front-line Leader Award (FLA) (Unit Manager level).