Financial Planner
Sun Life Financial - Evergreen NBO
- Pasig, Philippines7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱70,000.00 - ₱100,000.00 / monthPHP7000010000070000MONTH
- Part timePART_TIME
Job Description
Financial planners assess the financial needs of individuals and help them with decisions on insurance and investments. Financial planners help clients plan for short-medium and long-term goals, such as but not limited to: education funding, retirement planning, investment diversification and even estate planning.
The responsibilities include but not limited to the following are:
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Talk to clients to determine their cash flow, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan
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Answer clients questions about financial plans and strategies and recommend most suitable investment plan
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Advise strategies for clients in insurance coverage, investment planning, cash management and other areas to help them achieve financial objectives
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Review clients goals regularly to determine the relevance of the startegies in their current financial condition
Minimum Qualifications
- Bachelor degree in business, finance or related field.
- 1-2 years of sales experience.
- Strong interpersonal, commincation and social skill
- High problem-solving and analytical skill
- High computer skill
Perks and Benefits
- Flexitime
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Life Insurance
Other
- Company provident plan
- Intensive training
- Housing and auto loan
Required Skills
- Relationship Management
- MS Office
- Sales and Marketing Knowledge
- Financial Analysis
- Attention to Detail
- Budgeting
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 10 openings