Financial Advisor | Unit Bathala
Sun Life of Canada Philippines, Inc. (Cedar Branch)
- Makati, Philippines3rd, 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Paruh waktuPART_TIME
Berakhir 4 years ago
2020-09-18T16:00:00+00:00Ditutup.
Deskripsi Pekerjaan
- 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.
Kualifikasi Minimum
- 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
Fasilitas dan Tunjangan
Flexitime
Performance Bonus
Keahlian yang diperlukan
- Presentation Skills
- Persuasion and Negotiation
- Networking
- Planning
- Selling
- Decision-Making
- Design Creation
Ringkasan Perkerjaan
- Tingkat Posisi
- Lulusan Baru / Junior
- Spesialisasi
- Sales and Marketing
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Often
- Alamat Kantor
- 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
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 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.