Financial Advisor | GO| San Juan, Pasig, Mandaluyong
Sun Life Financial - Evergreen NBO
- Pasig, Philippines7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Bán thời gianPART_TIME
Đã hết hạn 2 years ago
2022-09-07T16:00:00+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
Financial advisors help clients plan for their short-term and long-term financial goals, including buying a home, paying for their children's education, retirement, and leaving a legacy.
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and tolerance.
Financial advisors manage and regularly update clients' portfolios.
All of this must be done with adherences to ethics, best practices, pre-established financial plans.
Trình độ tối thiểu
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Flexible approach to work;
- Ethical and Professional approach to work;
- Target-driven mindset;
- Time management skills;
Đặc quyền và lợi ích
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Kỹ năng cần thiết
- Presentation Skills
- Communication Skills
- Empathy
- Negotiation
- Rapport Building
- 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
- Always
- Địa chỉ văn phòng
- San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 8 vị trí tuyển dụng mới
Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.
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).