Financial Advisor
Sun Life Financial - Diamond Tree NBO
- Mandaluyong, Philippines19th flr/ Diamond NBO, 82, Mayflower St, Highway Hills, Mandaluyong, Metro Manila, PhilippinesMandaluyongMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Bán thời gianPART_TIME
Đã hết hạn 9 months ago
2023-07-30T16:00:00+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
- Help assess clients' financial needs and goals;
- Provide achievable financial goals;
- Establish a realistic plan to meet those goals;
- Interpret how other programs may impact clients' plans;
- Guide to put plans into action;
- Keep track of the 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;
- Fresh Graduates are welcome to apply;
- Systematic and can work in fast-paced environment;
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Team player
- Willing to be trained;
- Part-time positions available.
Đặc quyền và lợi ích
Flexitime
Performance Bonus
Work from Home
Retirement Benefit Plans
Life Insurance
Kỹ năng cần thiết
- Creative Thinking
- Organizing and Planning
- Relationship Management
- Sales and Marketing Knowledge
- Time Management
- Critical Thinking
- Communication Skills
Khóa học ưa thích
- Accountancy Management
- Business Administration [Business Management]
- teacher
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
- Greenfield Tower, Mayflower St 82, 1554 Mandaluyong, Philippines
- Ngành nghề
- Insurance and Investments
- Vị trí đang tuyển
- 25 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.