Financial Life Planner | Work From Home
Sun Life Financial - Diamond Tree NBO
- Quezon City, PhilippinesQuezon City, Metro Manila, PhilippinesQuezon CityMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱30,000.00 - ₱60,000.00 / monthPHP300006000030000MONTH
- Part timePART_TIME
Job closed.
Job Description
As a Financial Life Planner, you will be responsible for the following tasks:
- Guide clients to make sound decisions on choosing life insurance and investment plans
- Perform comprehensive financial planning to help clients realize their financial goals
- Provide and recommend sound financial solutions to meet clients’ needs
- Regularly update financial portfolios
- Create and maintain a client base
Come work at an organization where you can make a real difference, bettering the lives of Filipinos through hard work, service and leadership.
Minimum Qualifications
- Fresh graduates welcome
- Strong communication, presentation and people skills
- Must be willing to take Insurance Commission License Exam
- Has grit and passion for self-improvement
- Committed to continuous education through workshops, seminars, and conferences
- Ability to work with a diverse group of people
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Employee Discounts
- Free Lunch or Snacks
- Medical / Health Insurance
- Stock Options
- Performance Bonus
- Life Insurance
- Flexitime
Required Skills
- Relationship Management
- Sales and Marketing Knowledge
- Interpersonal Skills
- Communication Skills
- Accounting
- Selling
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Quezon City, Metro Manila, Philippines
About Sun Life Financial - Diamond Tree NBO
Established in 1965, Sun Life Financial is one of the largest and oldest international life insurance companies in the world. Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life. To date, the company has grown to over 70 branches nationwide.
The Diamond Tree Branch is a stronghold of new and seasoned financial advisors working together to serve our clients as we strive to make Sun Life the best insurance and asset management company in the country. Our branch is home to leaders and top performers within the company and across the entire industry, even attaining prestigious MDRT and GAMA memberships, recognized on both local and international levels.
In harmony with Sun Life’s goal of becoming a “Partner for Life” to our clients, we at Diamond Tree Branch seek to fulfill this through the realization of our mission - to develop leaders, and to transform lives.
Join us, and become a part of the revolution for a brighter life.