Financial Advisor | Laurel Unit | Makati
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 ManilaPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
Job Description
- Work with clients to identify and discuss their financial goals and opportunities through the concept of insurance investment
- Educate clients and answer questions about investment options and potential risks.
- Constantly improving and updating oneself of the basic skills in selling, compliance, etc by attending seminars and meetings regularly.
- Generate new client opportunities through networking, referrals and other sourcing strategies.
- Will be committed in service and genuine care to clients throughout their lifetime as their financial advisor.
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Knowledgeable in basic computer software operation
- Able to work in a team or independently if the situation calls for it
- Highly motivated and results driven
- Has the ability to deal with people regardless of age, gender, or social status.
- Honest and trustworthy
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Paid Holidays
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Required Skills
- Presentation Skills
- Sales and Marketing Knowledge
- Economics
- Mathematics
- Customer Service
- Communication Skills
- Computer Literate / Basic Computer Skills
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Graduated from high school
- Recruiter response to application
- Always
- Office Address
- 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
About 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.