Financial Advisor I Metro Manila
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
- Pasig, Philippines7F, San Miguel Ave, San Antonio, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 50.000,00 PHP - 70.000,00 PHP / monthPHP500007000050000MONTH
- Toàn thời gianFULL_TIME
Miêu Tả Về Công Việc
As a Financial Advisor, you get to meet a lot of people and be able to help them achieve better and healthier lives through financial planning.
Your role as an advisor requires:
• Assessing and reviewing the client's current financial situation, to be able to present an appropriate financial plan.
• Discussing and explaining the different types of financial services available and that are fit to their needs.
• Offering solutions such as money and wealth management, savings and investment, life and health insurance, education and retirement fund, estate planning.
• Consistently and continuously monitoring the client's financial status to ensure that their short and long-term goals are achieved.
All these you can do at the comfort of your home as remote/online selling is now allowed ensuring you and your client's safety. This will also allow you to reach and help more people in different parts of the country.
Trình độ tối thiểu
We are looking for individuals who have the heart to help other people by sharing financial literacy. Someone who is goal-driven, hardworking, and has a strong desire for professional and personal growth.
- Candidate must possess at least a Bachelor's/College Degree;
- Owns a laptop or iPad with a stable internet connection for a work from home set-up
- Willing to attend trainings and meetings (online or face to face)
- Has strong analytical and planning skills
- Has good communication and presentation skills
- Candidate may start Part-Time
- Proficient in Word, Excel, and PowerPoint is a plus
- Sales and marketing background is an advantage
*We only entertain and accept serious and responsive applicants
Đặc quyền và lợi ích
- Flexitime
- Performance Bonus
- Work from Home
- Retirement Benefit Plans
- Life Insurance
Khác
- Opportunity to work remotely
- Unlimited Commissions
- Professional Trainings and Seminars
- Monthly, Quarterly Bonuses and Incentives
- Travel Incentives
Kỹ năng cần thiết
- Presentation Skills
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Customer Service
- Communication Skills
- Teaching
- Probing
Bằng cấp và Giấy chứng nhận
- Insurance Agent License
Khóa học ưa thích
- Accountancy
- engineering
- Information Technology
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
- Always
- Địa chỉ văn phòng
- San Miguel Ave, San Antonio
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 15 vị trí tuyển dụng mới