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 - ₱80,000.00 / monthPHP500008000050000MONTH
- Part timePART_TIME
Job Description
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.
Minimum Qualifications
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
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Other
- Monthly Bonuses
- Unit, Branch and Company Performance Incentives
- Local and International Travel Incentive
Required Skills
- Presentation Skills
- Persuasion and Negotiation
- MS Office
- Digital Marketing
- Customer Service
- Problem Solving
- Communication Skills
Licenses and Certifications
- Insurance Agent License
Preferred Courses
- Information Technology
- Business Administration & Accountancy
- Education
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- San Miguel Ave, San Antonio