Financial Planner

Sun Life Financial - Evergreen NBO

Pasig, Philippines
7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Pasig, Metro Manila, Philippines
Pasig
Metro Manila
Philippines
Philippines
TELECOMMUTE
70.000,00 PHP - 100.000,00 PHP / month
PHP
70000
100000
70000
MONTH
Bán thời gianPART_TIME

Đã hết hạn 2 years ago

2022-02-17T02:16:04.510649+00:00

Công việc đã đóng.

Miêu Tả Về Công Việc

Financial planners assess the financial needs of individuals and help them with decisions on insurance and investments. Financial planners help clients plan for short-medium and long-term goals, such as but not limited to: education funding, retirement planning, investment diversification and even estate planning.

The responsibilities include but not limited to the following are:

Talk to clients to determine their cash flow, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan
Answer clients questions about financial plans and strategies and recommend most suitable investment plan
Advise strategies for clients in insurance coverage, investment planning, cash management and other areas to help them achieve financial objectives
Review clients goals regularly to determine the relevance of the startegies in their current financial condition

Trình độ tối thiểu

Bachelor degree in business, finance or related field.
1-2 years of sales experience.
Strong interpersonal, commincation and social skill
High problem-solving and analytical skill
High computer skill

Đặc quyền và lợi ích

Flexitime
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Life Insurance

Khác

Company provident plan
Intensive training
Housing and auto loan

Kỹ năng cần thiết

Relationship Management
MS Office
Sales and Marketing Knowledge
Financial Analysis
Attention to Detail
Budgeting

Tóm tắt công việc

Trình Độ Công Việc: Mới Tốt Nghiệp/ Trình Độ Tập Sự

Ngành Nghề: Accounting and Finance

Yêu cầu học vấn: Tốt nghiệp Cử nhân

Nhà tuyển dụng trả lời hồ sơ: Often

Địa chỉ văn phòng: San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines

Ngành nghề: Financial Services

Vị trí đang tuyển: 10 vị trí tuyển dụng mới

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Về Sun Life Financial - Evergreen NBO

Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. Currently celebrating its 125th year anniversary, Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income as reported by the Insurance Commission. Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives. In doing so, we are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world. Evergreen NBO is now on its 15th year in existence and has over 150 agency sales force. The branch's strength lies in its focus on training, and has since successfully produced several Million Dollar Round Table (MDRT), International Quality Awardees (IQA), Leaders' Conference, and Macaulay Club qualifiers. It's Management Team has distinguished themselves in qualifying in Sun Life's Management Elite group: Triple A awards, General Agency Management Association (GAMA) International: International Management Award (IMA) Platinum (for the branch) and GAMA Front-line Leader Award (FLA) (Unit Manager level).

Mọi người cũng ứng tuyển vào

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