Financial Advisor I Mexico, Pampanga
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 - 80.000,00 PHP / monthPHP500008000050000MONTH
- Bán thời gianPART_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. You will undergo series of training that will equip you to be the best in the industry.
Your role as a Financial Advisor includes:
- Client Prospecting
- 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.
You can do all these 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 residing in Mexico, Pampanga, and nearby areas 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.
Candidates must possess the following qualifications:
- Graduate of Bachelors/College Degree
- Willing to attend online and face to face training and meetings
- Owns a laptop or iPad with a stable internet connection for a work from home set-up
- Has good communication and presentation skills
- Candidates may do this Part-Time or Full-Time
- Sales and marketing background is an advantage
*We only entertain and accept serious and responsive applicants
Đặc quyền và lợi ích
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Khác
- Monthly Bonuses
- Unit, Branch and Company Performance Incentives
- Local and International Travel Incentive
Kỹ năng cần thiết
- Presentation Skills
- Persuasion and Negotiation
- MS Office
- Digital Marketing
- Customer Service
- Problem Solving
- Communication Skills
Bằng cấp và Giấy chứng nhận
- Insurance Agent License
Khóa học ưa thích
- Information Technology
- Business Administration & Accountancy
- Education
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
- 20 vị trí tuyển dụng mới