Financial Coach Consultant

Financial Coach Consultant
Company:

Sun Life Of Canada Philippines Inc.


Details of the offer

Key Responsibilities: Build and maintain strong client relationshipsAssess clients' financial situations and provide tailored financial adviceDevelop and implement comprehensive financial plansMonitor clients' financial progress and adjust plans as necessaryStay up-to-date with financial products, market trends, and regulatory changesConduct regular reviews with clients to ensure their financial goals are on trackProvide exceptional customer service and support Skills and Qualifications: Strong interpersonal and communication skillsAbility to build trust and rapport with clientsDetail-oriented with strong analytical skillsSelf-motivated and goal-orientedExcellent problem-solving abilitiesAbility 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 giftCompany eventsFlexible scheduleHealth insuranceLife insuranceWork from home Schedule:

•Monday to Friday

Supplemental Pay: Anniversary bonusBonus payCommission payPerformance bonusQuarterly bonusTipsYearly bonus Application Question(s):

•Do you have a Laptop and Wifi access?

Experience:

•Sales: 1 year (Required)


Source: Grabsjobs_Co

Job Function:

Requirements

Financial Coach Consultant
Company:

Sun Life Of Canada Philippines Inc.


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