财务顾问
Sun Life of Canada Philippines Inc.
Detalhes remotos
Abrir País：Filipinas
Requisitos de Idioma：Portuguese-Brazil | Tagalog
Descrição do Trabalho
- 分析财务数据，以提供洞察和建议。
- 制定符合客户目标的财务计划。
- 协助客户制定投资策略和资产管理方案。
- 评估风险并提供风险管理解决方案。
- 保持对金融法规和市场趋势的更新。
- 建立并维护良好的客户关系。
- 教育资格：需要高中/中等高中毕业证书。
- 经验水平：优先考虑具有销售或金融服务相关经验者。
- 技能与能力：熟悉咨询式销售和在线销售、电话营销及期货销售；以人为本，具备较强的沟通能力。
- 职责与义务：为客户提供财务产品咨询，制定销售策略，并维护客户关系。
- 工作条件：主要在办公室工作，有潜在的远程工作选项和灵活的工作时间。
- 品质与特征：出色的人际交往能力，适应力强，有说服力，目标导向。
Arlene Superable
HR ManagerSun Life of Canada Philippines Inc.
Ativo hoje
Postado em 20 September 2025
Consultor Financeiro – Home Office
PRU LIFE UK Team Michael₱25-40K[Mensual]
RemotoGraduação/Aluno FrescoBacharelPar-horário
Michael TolentinoHR Manager
Consultor Financeiro
Pru Life UK - Red Spinel -Team Sarah Joy₱20-40K[Mensual]
RemotoGraduação/Aluno FrescoBacharelPar-horário
Sarah Joy SimanganHR Manager
Assessor de Seguros e Investimentos – Meio Período (Remoto)
Imperium Blaze Life Insurance Agency Inc.₱20-25K[Mensual]
RemotoSem necessidade ExpDiplomaPar-horário
Carmina Pangan-LozanoHR Manager
Consultor Financeiro I Apenas para Metro Manila e Províncias Vizinhas
Alexandrite 2 Summit Life Insurance Agency₱25-40K[Mensual]
RemotoSem necessidade ExpBacharelPar-horário
Shaira JuanitasHR Manager
Consultor Financeiro
Ace Summit Life Insurance Agency - Jose Mari Lopez₱25-50K[Mensual]
Remoto1-3 Anos ExpBacharelPar-horário
Jose Mari LopezAssistant Unit Manager
Sign In to Chat with Boss
Bossjob Safety Reminder
If the position requires you to work overseas, please be vigilant and beware of fraud.
If you encounter an employer who has the following actions during your job search, please report it immediately
- withholds your ID,
- requires you to provide a guarantee or collects property,
- forces you to invest or raise funds,
- collects illicit benefits,
- or other illegal situations.
