Financial Life Planner | Work From Home
Sun Life Financial - Diamond Tree NBO
- Quezon City, PhilippinesQuezon City, Metro Manila, PhilippinesQuezon CityMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 30.000,00 PHP - 60.000,00 PHP / monthPHP300006000030000MONTH
- Bán thời gianPART_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
As a Financial Life Planner, you will be responsible for the following tasks:
- Guide clients to make sound decisions on choosing life insurance and investment plans
- Perform comprehensive financial planning to help clients realize their financial goals
- Provide and recommend sound financial solutions to meet clients’ needs
- Regularly update financial portfolios
- Create and maintain a client base
Come work at an organization where you can make a real difference, bettering the lives of Filipinos through hard work, service and leadership.
Trình độ tối thiểu
- Fresh graduates welcome
- Strong communication, presentation and people skills
- Must be willing to take Insurance Commission License Exam
- Has grit and passion for self-improvement
- Committed to continuous education through workshops, seminars, and conferences
- Ability to work with a diverse group of people
Đặc quyền và lợi ích
- Work from Home
- Retirement Benefit Plans
- Employee Discounts
- Free Lunch or Snacks
- Medical / Health Insurance
- Stock Options
- Performance Bonus
- Life Insurance
- Flexitime
Kỹ năng cần thiết
- Relationship Management
- Sales and Marketing Knowledge
- Interpersonal Skills
- Communication Skills
- Accounting
- Selling
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Sometimes
- Địa chỉ văn phòng
- Quezon City, Metro Manila, Philippines
- Ngành nghề
- Insurance and Investments
- Vị trí đang tuyển
- 100 vị trí tuyển dụng mới
- Trang web
- https://diamondnbo.com/join-us
Về Sun Life Financial - Diamond Tree NBO
Established in 1965, Sun Life Financial is one of the largest and oldest international life insurance companies in the world. Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life. To date, the company has grown to over 70 branches nationwide.
The Diamond Tree Branch is a stronghold of new and seasoned financial advisors working together to serve our clients as we strive to make Sun Life the best insurance and asset management company in the country. Our branch is home to leaders and top performers within the company and across the entire industry, even attaining prestigious MDRT and GAMA memberships, recognized on both local and international levels.
In harmony with Sun Life’s goal of becoming a “Partner for Life” to our clients, we at Diamond Tree Branch seek to fulfill this through the realization of our mission - to develop leaders, and to transform lives.
Join us, and become a part of the revolution for a brighter life.