Financial Coach Consultant

Financial Coach Consultant
Company:

Sun Life Of Canada Philippines Inc.


Details of the offer

Key Responsibilities:

•Build and maintain strong client relationships
•Assess clients' financial situations and provide tailored financial advice
•Develop and implement comprehensive financial plans
•Monitor clients' financial progress and adjust plans as necessary
•Stay up-to-date with financial products, market trends, and regulatory changes
•Conduct regular reviews with clients to ensure their financial goals are on track
•Provide exceptional customer service and support

Skills and Qualifications:

•Strong interpersonal and communication skills
•Ability to build trust and rapport with clients
•Detail-oriented with strong analytical skills
•Self-motivated and goal-oriented
•Excellent problem-solving abilities
•Ability to work independently and as part of a team

Job Types: Full-time, Part-time, Fresh graduate

Pay: Php20,000.00 - Php25,000.00 per month

Expected hours: 20 – 40 per week

Benefits:

•Company Christmas gift
•Company events
•Flexible schedule
•Health insurance
•Life insurance
•Work from home

Schedule:

•Monday to Friday

Supplemental Pay:

•Anniversary bonus
•Bonus pay
•Commission pay
•Performance bonus
•Quarterly bonus
•Tips
•Yearly bonus

Application Question(s):

•Do you have a Laptop and Wifi access?

Experience:

•Sales: 1 year (Required)


Source: Whatjobs_Ppc

Job Function:

Requirements

Financial Coach Consultant
Company:

Sun Life Of Canada Philippines Inc.


Field Collector / Field Collection Officer (Ncr - Pasig) Job At Billease In Pasig City | Xcruit

About UsBillEase offers you the easiest way to afford what you want and need today. Our brand centers around making shopping and payment processes seamless a...


From Billease - National Capital Region

Published 21 days ago

Field Collector / Field Collection Officer (Ncr - Muntinlupa) Job At Billease In Muntinlupa City | Xcruit

About UsBillEase offers you the easiest way to afford what you want and need today. Our brand centers around making shopping and payment processes seamless a...


From Billease - National Capital Region

Published 21 days ago

Fraud Investigation Officer

Responsibilities: • Investigate suspected fraudulent activity within the organization. • Prepare detailed reports outlining the findings of investigations. •...


From Recruiterph - National Capital Region

Published 21 days ago

Billing And Collection Assistant (Finance)

?Handling settlement of E-commerce ?Handling billing and invoicing ?Monitors accounts for compliance with established payment plans and flagged non-complian...


From Makuku Philippines - National Capital Region

Published 21 days ago

Built at: 2024-09-19T20:25:42.379Z