Financial Advisor | Laurel Unit
Sun Life of Canada Philippines, Inc. (Cedar Branch)
- Makati, Philippines3rd, 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 30.000,00 PHP - 100.000,00 PHP / monthPHP3000010000030000MONTH
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- Evaluating client's portfolio in financial planning toward their short-term and long-term insurance, investment , health care and retirement goals.
- Customer servicing and conducting comprehensive financial reviews to update client's portfolio
- Preparing or interpreting financial document summaries, investments performance reports and income protection for clients
- Proactively prospecting to engage in extensive networks
- Maintains required licenses and trainings as necessary
Trình độ tối thiểu
- Good communication and interpersonal skills
- Customer service
- Time management
- Flexible approach at work
- Goal-driven
- Proactive
- Strong work ethic
- Has technological adaptability
- Team player
Đặc quyền và lợi ích
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Khác
Part-time to Full-Time
International and Local travel incentives
Kỹ năng cần thiết
- Organizing and Planning
- Sales and Marketing Knowledge
- Financial Analysis
- Customer Service
- Communication Skills
Tóm tắt công việc
- Trình Độ Công Việc
- Phó Giám Sát/Giám Sát
- 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
- 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 10 vị trí tuyển dụng mới
- Trang web
- http://www.sunlife.com.ph
Về Sun Life of Canada Philippines, Inc. (Cedar Branch)
Cedar Branch is the training ground to majority of the top 6% of Financial Advisors in the world.
We are in search of passionate and driven Business Partners who would like to have work-life integration, create an unlimited income and provide Brighter Life to clients and advisors.