Finance Planner | Remote Work
Sun Life Financial - Evergreen NBO
- Mandaluyong, Philippines7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Mandaluyong, Metro Manila, PhilippinesMandaluyongMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 50.000,00 PHP - 70.000,00 PHP / monthPHP500007000050000MONTH
- Bán thời gianPART_TIME
Đã hết hạn 2 years ago
2022-02-14T16:00:00+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
Proactive approach in asking thoughtful financial questions, engage with clients and create positive experiences to retain and depen relationships
Play a key role in educating and advising clients and providing high level financial insights and solutions from a wide range of available insurance, investment and wealth product solutions.
Building our clients' comprehensive plans using a holistic approach to help them achieve their goals
Nurturing strong, long-standing relationships with clients
Trình độ tối thiểu
- Graduate with Colllege diploma in related field.
- 1 year relevant experience ( Please note that other combinations of qualifications and relevant experience may be considered )
- A self-initiator with strong organizational, planning and time management skills
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc
Đặc quyền và lợi ích
Flexitime
Work from Home
Performance Bonus
Medical / Health Insurance
Life Insurance
Kỹ năng cần thiết
- Organizing and Planning
- Presentation Skills
- Action Planning
- Analyzing Data
- Financial Analysis
- Attention to Detail
- Problem Solving
Khóa học ưa thích
- Accountancy Management
- Accountancy
- Accounting Technology
Tóm tắt công việc
- Trình Độ Công Việc
- Phó Giám Sát/Giám Sát
- 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
- 5 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).