Financial Advisor | Mandaluyong
Sun Life Financial - Evergreen NBO
- Pasig, Philippines7th Floor, 45 San Miguel, San Miguel Avenue, San Antonio, Pasig, Metro Manila, Philippines, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 70.000,00 PHP - 120.000,00 PHP / monthPHP7000012000070000MONTH
- Bán thời gianPART_TIME
Đã hết hạn 2 years ago
2022-02-17T02:16:04.510649+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
A Financial Advisor provides expertise for clients' decisions with regards to money matters, personal finances, and investments. Your responsibilities are (but not limited to) the following:
- Perform daily prospecting of clients and building of client base
- Educate clients on the importance of savings, investments, insurance, education funding and retirement planning.
- Help clients plan for their short-medium and long-term goals and recommend the best financial plan that will address these goals.
- Participate in personal and professional development assemblies as well as team and branch meetings
- Build lasting and valuable relationship with clients
Trình độ tối thiểu
- Strong analytical and planning skills
- Bachelor's Degree Graduate of Accountancy, Engineering, Business, Finance and other related fields.
- Has entrepreneurial mindset
- Hardworking
- Coachable and willing to be trained and attend learning sessions/seminars
- Competitive and goal oriented
- Has excellent communication and presentation skills
- Must pass the Insurance Commission Licensure Exam
Đặc quyền và lợi ích
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Khác
- Unlimited earning potential
- Quarterly and Annual Incentives
- Local and International Trips
- Invitations to Company and Industry Awards events
- Career Growth
- Retirement Program
- Housing and Auto Loan
Kỹ năng cần thiết
- Organizing and Planning
- Presentation Skills
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Time Management
- Problem Solving
- Communication Skills
Khóa học ưa thích
- Accountancy
- Business related
- Education
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
- Always
- Địa chỉ văn phòng
- 45 San Miguel, San Miguel Avenue, San Antonio, Pasig, Metro Manila, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 12 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).