Financial Advisor | Laurel Unit

Sun Life of Canada Philippines, Inc. (Cedar Branch)

  • Makati, Philippines
    3rd, 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village, Makati, Metro Manila, Philippines
    Metro Manila
  • 30,000.00 - 100,000.00 PHP / monthPHP30,000.00100,000.0030,000.00MONTH
  • Full time
Posted 24 days ago and deadline of application is on 18 Sep
Recruiter was hiring 4 hours ago

Job Description

  • Evaluating client's portfolio in financial planning toward their short-term and long-term insurance, investment , health care and retirement goals.
  • Customer servicing and conducting comprehensive financial reviews to update client's portfolio
  • Preparing or interpreting financial document summaries, investments performance reports and income protection for clients
  • Proactively prospecting to engage in extensive networks
  • Maintains required licenses and trainings as necessary

Minimum Qualifications

  • Good communication and interpersonal skills
  • Customer service
  • Time management
  • Flexible approach at work
  • Goal-driven
  • Proactive
  • Strong work ethic
  • Has technological adaptability
  • Team player

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus

Part-time to Full-Time

International and Local travel incentives

Required Skills

  • Organizing and Planning
  • Sales and Marketing Knowledge
  • Financial Analysis
  • Customer Service
  • Communication Skills

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
Financial Services
10 openings

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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.