Sun Life Financial Advisor | Unit Bathala | Muntinlupa
Sun Life of Canada Philippines, Inc. (Cedar Branch)
- Muntinlupa, Philippines3rd, Alpap II Building, Trade Avenue, Ayala Alabang, Muntinlupa, Metro Manila, Philippines, Muntinlupa, Metro Manila, PhilippinesMuntinlupaMetro ManilaPhilippinesPhilippines
- Penuh waktuFULL_TIME
Berakhir 4 years ago
2019-12-09T16:00:00+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 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
Ringkasan Perkerjaan
- Tingkat Posisi
- Supervisor / Asisten Manager
- Spesialisasi
- Sales and Marketing
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Sometimes
- Alamat Kantor
- Alpap II Building, Trade Avenue, Ayala Alabang, Muntinlupa, Metro Manila, Philippines
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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.