Financial Advisor | Red Amber Unit | Cedar Branch
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
Ditutup.
Deskripsi Pekerjaan
- Prospecting of clients , coordination, and setting-up of meeting schedules
- Talk to clients on their financial goals.
- Answer client questions about financial plans and strategies and giving financial advice.
- Preparation and presentation of insurance proposal/s.
- Preparation and review of completed insurance application form
- Collection and submission of payments and required documents.
- Coordination with underwriters for any issues on application.
- Delivery of hard copy of the insurance policy to client.
- Review client accounts and plans on a regular basis .
- Manage and update client portfolios.
- Building and maintaining smooth relationship with client which is grounded in trust
Kualifikasi Minimum
- Trustworthy
- Resilient
- Extrovert
- Strong analytical and planning skills
- Good communication skills both oral and written
- Strong team player
- Minimum of 1 year experience in sales
Fasilitas dan Tunjangan
- Flexitime
- Retirement Benefit Plans
- Performance Bonus
- Medical / Health Insurance
- Life Insurance
Lain-Lain
Travel rewards both local and international
Cash rewards
Awards and recognitions
Keahlian yang diperlukan
- Organizing and Planning
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Customer Service
- Communication Skills
- Computer Literate / Basic Computer Skills
- Closing Sales
Jurusan yang Diminati
- Accountancy and Finance
- Industrial Engineering
- Applied Economics [Financial Economics] and BS Marketing Management
Ringkasan Perkerjaan
- Tingkat Posisi
- Supervisor / Asisten Manager
- Spesialisasi
- Sales and Marketing
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Always
- Alamat Kantor
- 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
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.