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Financial Advisor | Bulacan

Financial Advisor | Bulacan
Company:

Sun Life Of Canada Philippines, Inc.


Place:

Bulacan


Job Function:

Sales

Details of the offer

Job Description:
Help clients plan for their long-term and short-term financial goals Recommend investment and protection products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning and other tasks quoted to the client Decide how to build your practice by choosing your clients and the markets you want to pursue Solicit clients actively via telephone, mail, referrals, etc. Comply with all industry rules and regulations Minimum Qualifications:
Strong analytical and problem-solving skills High degree of energy, motivation, and ability to set own goals/priorities Team player but able to work independently Trustworthy, reliable and responsible Organized, detail oriented Has a keen eye on details Can work Full Time or Part Time Confident with good communication and presentation skills Highly sociable Self-motivated, goal-oriented and result-oriented. Preferably has a background in sales, but not a requirement Driven to achieve


Source: Kalibrr

Job Function:

Requirements

Financial Advisor | Bulacan
Company:

Sun Life Of Canada Philippines, Inc.


Place:

Bulacan


Job Function:

Sales

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