Protection and Wealth Adviser

Makati City, Metro Manila
Permanent
Part-time

27 days ago

Actively looks out for potential clients and orients them of adequate protection benefits
Profiles customers and identify the potential financial risks
Educates and delivers solution-based recommendations
Coaches people about building funds for education, retirement, medium to long term goals and legacy planning
Conducts financial seminars with the assistance of his/her leader/s
Maintains and builds referral channel and develop strong partnerships
Provides great customer service

Candidates for Financial Coach must be:

4- year college graduate
Resident of Metro Manila and nearby provinces
Willing to be trained
Team player
Customer focused
Computer literate (proficiency in Excel and Powerpoint is an advantage)
Willing to attend onsite meetings in Makati 2 Saturdays a month
With positive outlook

Flexitime
Work from Home
Performance Bonus

Other:Travel Incentives (local and international)Quarterly Performance BonusAgents Savings FundHMO to AchieversGroup Life Insurance to AchieversFun EnvironmentTop Class TrainingsEntry Level / Junior, Apprentice Sales and Marketing Insurance 20 openings Bachelor's degree graduateSkyeline Summit Life Insurance Agency is a leading affiliate of Alexandrite 2 District, the biggest and most successful district of Pru Life UK - the leading insurance company in the Philippines.We commit to promote protection and a brilliant future to Filipino families. We also uphold and improve the quality of service delivered by our strong and knowledgeable Advisers. Led by MDRT leaders, Skyeline Summit LIA is determined to grow while it maintains excellence within our team.Our newest Financial Advisers enjoy perks and receive the most advanced trainings exclusive to Skyelians. A lucrative career path awaits you!

Kalibrr

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