Associate Wealth Planner
Sun Life Philippines - Red Sycamore NBO
- Pasig, Philippines22nd Floor, 30 Meralco Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 20.000,00 PHP - 100.000,00 PHP / monthPHP2000010000020000MONTH
- Toàn thời gianFULL_TIME
Đã hết hạn 4 years ago
2020-03-28T16:00:00+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
- Assess client's financial needs and create future financial solutions.
- Assist in developing sound and realistic financial plans.
- Proactively market different investment instruments to prospective client's and family members.
- Conducts a regular financial planning services and policy reviews to individual clients.
- Regularly attends financial planning seminars and workshop related to market field conducts
Trình độ tối thiểu
- At least a University Graduate or Fresh Graduate
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
- Goal-oriented
- Coachable and willing to be trained
- Can work independently
- Family-oriented individuals
- Very pro-active
Đặc quyền và lợi ích
Work from Home
Retirement Benefit Plans
Housing
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Khác
Local and international trips all expenses paid
Additional bonuses upon reach target
Monthly cash incentives if you reach target
Kỹ năng cần thiết
- Creative Thinking
- Presentation Skills
- Customer Service
- Communication Skills
- Handling Objections
- Closing Sales
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
- Often
- Địa chỉ văn phòng
- The 30th Corporate Center, 30 Meralco Ave, Pasig, 1605 Metro Manila, Philippines
- Ngành nghề
- Insurance
- Vị trí đang tuyển
- 15 vị trí tuyển dụng mới
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Về Sun Life Philippines - Red Sycamore NBO
Red Sycamore NBO is a refreshing mix of tenured golden generation and younger generation Financial Advisors and Unit Managers from the country’s number 1 insurance company: Sun Life Financial.
The team leverages from the experiences and expertise of the incumbent multi-awarded tenured advisors who have been in service for 25 years and more. Yet it continues to evolve as it welcomes millennials and Gen Zs on its workforce and reward them regardless of age or tenure.
An epitome of strength, reliability and clarity as the branch tree implies, its team members work together to integrate consistent development and expansion. Building an environment whose values are grounded in:
- Excellence and Grit
- Engagement and collaboration
- Open for feedback
- Growth and inspired action