Financial Advisor
Sun Life Financial - Diamond Tree NBO
- Makati, Philippines3F, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 30.000,00 PHP - 100.000,00 PHP / monthPHP3000010000030000MONTH
- Bán thời gianPART_TIME
Đã hết hạn 3 years ago
2021-07-30T16:00:00+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
- Assess clients' financial needs and goals;
- Set achievable financial goals;
- Develop a realistic plan to meet those goals;
- Understand how other programs may impact plans;
- Help put plans into action;
- Monitor investment plans regularly;
- Prepare financial plans and check their accuracy;
- Respond to prospective customer queries about financial planning;
Trình độ tối thiểu
- Candidate must possess at least a Bachelor's/College Degree;
- Preferably 1-4 years sales experience in any industry;
- Systematic and can work in a fast-paced environment;
- Good interpersonal skills;
- Coachable;
- Part-time positions available.
Đặc quyền và lợi ích
Flexitime
Retirement Benefit Plans
Work from Home
Performance Bonus
Life Insurance
Kỹ năng cần thiết
- Organizing and Planning
- Presentation Skills
- Interpersonal Skills
- Problem Solving
- Critical Thinking
- Product Positioning
- Rapport Building
Khóa học ưa thích
- Accountancy
- Business Administration [Business Management]
- Chemical Engineering
Tóm tắt công việc
- Trình Độ Công Việc
- Phó Giám Sát/Giám Sát
- Ngành Nghề
- Management and Consultancy
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Often
- Địa chỉ văn phòng
- RADA ST. CORNER DELA ROSA ST.
- Ngành nghề
- Insurance and Investments
- Vị trí đang tuyển
- 20 vị trí tuyển dụng mới
- Trang web
- https://diamondnbo.com/join-us
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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.