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Company Info:

Eucalyptus NBO, Sun Life Financial (Mount Ugo Unit)
Sun Life Centre, Bonifacio Global City
Taguig City, NCR, Philippines

Phone:
Web Site: https://www.eucalyptusnbo.com/join-us/advisor/opQ5p

Company Profile





Financial Advisor

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Location:

Taguig City, NCR

Category:

Insurance

Salary:

PHP20,000.00 per week
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Employment Type:

Part time

Posted:

06.06.2021

Job Views:

113
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Job Description:

-Talking to clients to develop a financial plan
-Advising strategies for clients to help them reach financial objectives
-Reviewing client accounts and plans
-Managing and updating client portfolios
-Contacting clients regularly
-Building and maintaining your client base

Job Requirements:

-Good Communication skills
-Bachelor’s degree in business, finance, or any related field
-Proficient in Word, Excel, Outlook, and Powerpoint
-Experience in providing quality financial advice is a plus