Hiring Financial Advisor | Salary ₱50000 - ₱100000 | Bossjob
Sun Life Financial (Khaya NBO)

Financial Advisor

₱50000 - ₱100000

xp_lvl1 - 3 years
educationDiploma
jobTypeFull-time
Financial Advisor₱50000 - ₱100000
locationPasayworkExperience1 - 3 years
educationDiplomajobTypeFull-time
Posted on 10 May 2019

Job Description

Posted on 10 May 2019

  • Provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate investment and insurance products and services available, ensuring that clients are aware of products that best meet their needs and then securing a sale.
  • Help clients plan for short-term and long-term goals, such as education expenses and retirement. They recommend investments to match the clients' goals.
  • Soliciting new clients via phone, social media, face to face, referral regularly
  • Build strong relationships with their clients. Establishing connections with others is necessary in both the networking and client retention aspects of the career.
  • Continuous updating one’s knowledge about investing and what’s happening in the market.


Requirements

  • 24-45 y/o
  • College/ University Graduate is a must.
  • For Part-Time - Require to have time at least 4 hours free time/ day or at least 30 hours/ wk
  • Professional ; Supervisory and up position is preferred.
  • Had previous work experiences, preferably with Sales background.
  • Knows how to use social media, computer, excel, internet to his/her advantage
  • Can communicate well in English or Filipino, other language is a plus
  • Have big dreams, hopeful and working actively in achieving them
  • Trustworthy, Reliable/Dependable, Team Player
  • Open to learning and willing to learn
  • Focus, determined, can work unsupervised
  • Goal oriented, willing to an extra mile
  • Committed, Confident, hardworking, persistent


Skills / Software

drivingcomputerInternetTime Management

Working Location

Double Dragon Plaza, DD Meridian Park, Macapagal Ave., cor. Edsa Ext, Pasay City, Pasay

Job Description

minus
  • Provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate investment and insurance products and services available, ensuring that clients are aware of products that best meet their needs and then securing a sale.
  • Help clients plan for short-term and long-term goals, such as education expenses and retirement. They recommend investments to match the clients' goals.
  • Soliciting new clients via phone, social media, face to face, referral regularly
  • Build strong relationships with their clients. Establishing connections with others is necessary in both the networking and client retention aspects of the career.
  • Continuous updating one’s knowledge about investing and what’s happening in the market.


Job Requirements

plus
  • 24-45 y/o
  • College/ University Graduate is a must.
  • For Part-Time - Require to have time at least 4 hours free time/ day or at least 30 hours/ wk
  • Professional ; Supervisory and up position is preferred.
  • Had previous work experiences, preferably with Sales background.
  • Knows how to use social media, computer, excel, internet to his/her advantage
  • Can communicate well in English or Filipino, other language is a plus
  • Have big dreams, hopeful and working actively in achieving them
  • Trustworthy, Reliable/Dependable, Team Player
  • Open to learning and willing to learn
  • Focus, determined, can work unsupervised
  • Goal oriented, willing to an extra mile
  • Committed, Confident, hardworking, persistent


Skills / Software

plus
drivingcomputerInternetTime Management

Working Location

plus
Double Dragon Plaza, DD Meridian Park, Macapagal Ave., cor. Edsa Ext, Pasay City, Pasay

About the company

As a leading global financial services company based out of Canada, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate clients around the world. Who we are Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journ...

IndustriesFinancial Services
Employees51 - 100

Recruiter

Avatar
Recruiteredelinebonnie.o.yu edelinebonnie.o.yu  Last active 12/06/2019
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