Financial Advisor
Sun Life of Canada Philippines (Wren Unit)
Detalhes remotos
Abrir País：Filipinas
Requisitos de Idioma：Portuguese-Brazil | Tagalog
Descrição do Trabalho
Benefícios
Saúde e Bem-Estar
Seguro de saúde, Seguro de Vida
Benefícios de Habilidades
Economia de correspondência/aposentadoria 401k
Desenvolvimento Profissional
Desenvolvimento de Carreira
- Assist clients in understanding their financial goals and developing personalized financial plans.
- Provide investment strategies, retirement planning, and risk management advice.
- Monitor clients' financial status and adjust their financial plans as needed.
- Educate clients on financial products and services to help them make informed decisions.
- Build and maintain strong relationships with clients through regular communication and follow-ups.
Requirements
- Educational Qualifications: Diploma in Finance, Economics, or a related field.
- Experience Level: 0–2 years (entry-level position).
- Skills and Competencies: Strong analytical and problem-solving skills.
- Qualities and Traits: Excellent communication and interpersonal skills.
DIANA ANUPOL
UNIT MANAGERSun Life of Canada Philippines (Wren Unit)
Ativo dentro de três dias
Postado em 14 October 2025
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Outros
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Seguros e Superanuição
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