Financial Advisor | Red Amber Unit | Cedar Branch
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 ManilaPhilippinesPhilippines
- Bán thời gianPART_TIME
Đã hết hạn 4 years ago
2020-09-18T16:00:00+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
- Prospecting of clients , coordination, and setting-up of meeting schedules
- Talk to clients on their financial goals.
- Answer client questions about financial plans and strategies and giving financial advice.
- Preparation and presentation of insurance proposal/s.
- Preparation and review of completed insurance application form
- Collection and submission of payments and required documents.
- Coordination with underwriters for any issues on application.
- Delivery of hard copy of the insurance policy to client.
- Review client accounts and plans on a regular basis .
- Manage and update client portfolios.
- Building and maintaining smooth relationship with client which is grounded in trust
Trình độ tối thiểu
- Trustworthy
- Resilient
- Extrovert
- Strong analytical and planning skills
- Good communication skills both oral and written
- Strong team player
- Minimum of 1 year experience in sales
Đặc quyền và lợi ích
Flexitime
Retirement Benefit Plans
Performance Bonus
Medical / Health Insurance
Life Insurance
Khác
Travel rewards both local and international
Cash rewards
Awards and recognitions
Kỹ năng cần thiết
- Organizing and Planning
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Customer Service
- Communication Skills
- Computer Literate / Basic Computer Skills
- Closing Sales
Khóa học ưa thích
- Accountancy and Finance
- Industrial Engineering
- Applied Economics [Financial Economics] and BS Marketing 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
- 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 50 vị trí tuyển dụng mới
- Trang web
- http://www.sunlife.com.ph
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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.