certified Financial Advisor | batangas | part-timeSun Life Financial - Evergreen NBO

Personal financial advisors typically do the following:
Meet with clients in-person to discuss their financial goals
Explain the types of financial services they provide to potential clients
Educate clients and answer questions about investment options and potential risks
Recommend investments to clients or select investments on their behalf
Help clients plan for specific circumstances, such as education expenses or retirement
Monitor clients' accounts and determine if changes are needed to improve the performance or to accommodate life changes, such as getting married or having children
Research investment opportunities
We are looking for 10 individuals to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
We will train you for Free. We will also provide assistance for your license processing.
Candidate must possess at least a Bachelor's Degree in any field
Willing to attend training and seminars on Financial/Insurance Practices
Must be willing to do fieldwork
Passionate and committed
Team players
Willing to adapt to change
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Life Insurance
Entry Level / Junior, Apprentice Administration and Coordination Financial Services 10 openings Bachelor's degree graduate
Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. Currently celebrating its 125th year anniversary, Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income as reported by the Insurance Commission.Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives.In doing so, we are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world.Evergreen NBO is now on its 15th year in existence and has over 150 agency sales force. The branch's strength lies in its focus on training, and has since successfully produced several Million Dollar Round Table (MDRT), International Quality Awardees (IQA), Leaders' Conference, and Macaulay Club qualifiers.It's Management Team has distinguished themselves in qualifying in Sun Life's Management Elite group: Triple A awards, General Agency Management Association (GAMA) International: International Management Award (IMA) Platinum (for the branch) and GAMA Front-line Leader Award (FLA) (Unit Manager level).
Kalibrr

Batangas City, Batangas
Permanent
Part-time