Financial Advisor | Red Amber Unit | Cedar Branch
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 ManilaPhilippinesPhilippines
- Part timePART_TIME
Job closed.
Job Description
- Prospecting of clients , coordination, and setting-up of meeting schedules
- Talk to clients on their financial goals.
- Answer client questions about financial plans and strategies and giving financial advice.
- Preparation and presentation of insurance proposal/s.
- Preparation and review of completed insurance application form
- Collection and submission of payments and required documents.
- Coordination with underwriters for any issues on application.
- Delivery of hard copy of the insurance policy to client.
- Review client accounts and plans on a regular basis .
- Manage and update client portfolios.
- Building and maintaining smooth relationship with client which is grounded in trust
Minimum Qualifications
- Trustworthy
- Resilient
- Extrovert
- Strong analytical and planning skills
- Good communication skills both oral and written
- Strong team player
- Minimum of 1 year experience in sales
Perks and Benefits
- Flexitime
- Retirement Benefit Plans
- Performance Bonus
- Medical / Health Insurance
- Life Insurance
Other
Travel rewards both local and international
Cash rewards
Awards and recognitions
Required Skills
- Organizing and Planning
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Customer Service
- Communication Skills
- Computer Literate / Basic Computer Skills
- Closing Sales
Preferred Courses
- Accountancy and Finance
- Industrial Engineering
- Applied Economics [Financial Economics] and BS Marketing Management
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- 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.