Financial Advisor | Managerial Candidate | San Jose, Occidental Mindoro
Sun Life of Canada Philippines, Inc. (Cedar Branch)
- San Jose, PhilippinesSan Jose, MIMAROPA, PhilippinesSan JoseMIMAROPAPhilippinesPhilippinesTELECOMMUTE
- 70.000,00 PHP - 399.999,00 PHP / monthPHP7000039999970000MONTH
- Toàn thời gianFULL_TIME
Miêu Tả Về Công Việc
- Manage a team of Financial Advisors to meet standards and targets.
- Provide guidance, motivation and training to align team activities with the mission, vision and values of the company.
- Monitor team performance and production.
- Act as a Financial Advisor to help achieve client’s goals through needs-based approach; Offer appropriate Sun Life financial products that answers clients' needs.
- Educate clients and team on the importance of preparing for old age, disability, death, and sickness (ODDS) to achieve financial security through life insurance.
- Ensure compliance of team members to the highest ethical standards.
- Introduce to clients wealth accumulation strategies for education and retirement planning using life insurance and mutual funds.
- Build and maintain client and advisor bases, keeping current client plans up‐to‐date and prospects new clients/recruits on an on-going basis.
- Review clients' accounts and plans, at least once a year, to determine economic changes and market performance; and indicate plan readjustment, if needed.
- Explain all essential provisions of the life insurance contract or mutual fund.
- Turn over to collectables in trust immediately.
- Assist in the release of life insurance claims or fund withdrawal to clients.
NOTE:
1) It is mandatory that candidates have stable internet connection (at least 20mbps) and desktop/laptop because Trainings and Meetings are done online 100%.
2) Remuneration for this position is performance-based. Additional monthly performance bonus will be received when certain performance targets are met.
Trình độ tối thiểu
We are expanding in San Jose, Occidental Mindoro!
Financial Advisors | Managerial Candidates have a strong desire and commitment to develop people and help the Financial Advisors have a meaningful and successful career. The main responsibility is to recruit and create a solid team of Financial Advisors who will promote Sun Life's mission of providing lifetime financial security to Filipinos. The Manager will also train and supervise the members of his business unit.
We share the values of:
- Commitment - the importance of time and word of honor
- Involvement - the importance of being with the team
- Excellence - the drive of being always at the top
- Genuineness - authentic and sincere in all transactions and the natural passion to help
If these qualities resonates with your personal values, join our growing team and help us touch lives while promoting financial wellness in Mindoro!
Đặc quyền và lợi ích
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Kỹ năng cần thiết
- Organizing and Planning
- Presentation Skills
- Persuasion and Negotiation
- Record Keeping
- Communication Skills
Khóa học ưa thích
- Entrepreneurship
- Psychology
- Behavioral Sciences and BS Business Management
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
- Always
- Địa chỉ văn phòng
- San Jose, MIMAROPA, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 20 vị trí tuyển dụng mới
- Trang web
- http://www.sunlife.com.ph