Virtual Financial Advisor

Job Industry: Insurance/Financial Services

Job Type: Part-Time/Full-Time

Experience Level: Entry Level

Job Location: [Optional] Cedar New Business Office 3/F Ace Building 101 Rada St. Legaspi Village, Makati City 1229 Metro Manila Philippines
Work-from-Home/Telecommute Offered

Job Description

1. Educate clients on preparing for Old age, Disability/Illness, Death, and Sickness (ODDS) to achieve financial security/preparedness through life insurance.
2. Introduce wealth build-up strategies to clients for their (child's) educational, business and retirement planning using life insurance and investments.
3. Help achieve the client’s goals through “needs-based” approach using the collected information and financial tools to come up with sound financial advice.
TRAININGS WILL BE PROVIDED.

Qualification

Since this is a Work-From-Home (WFH) set-up, below are the requirements:
- Self-motivated, Enterprising & Trustworthy
- 25Mbps Internet Speed or above
- Working Laptop/Desktop and/or iPad
- Computer Skills (MS Office, Zoom)
- Sales experience and Social Media Marketing knowledge is a plus but not necessary
- Willing to undergo review & training
- Willing to pay Insurance Commission exam fee (once qualified) and license fee (after passing the exam)

Highest Education Attainment: At least Vocational Graduate or 2nd year College

Company Information

Sun Life

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Website: ----------
Please refer to our job board and mention that you found our opening in ----------

Compensation

15,000 - 80,000 or more

Initial Compensation Range

?15,000 - ?20,000

Number of Job Opening

8

How to apply to this job

Go to VIEW JOBS at: ---------- ... and read the qualification & requirements CAREFULLY

If you think you're qualified and have the requirements needed, upload your resume in the link in ---------- ....

After uploading resume, wait for an email within 24-48 hrs.

We prioritize candidates who are prompt and responsive.