Certified Wealth Coach
Sun Life Financial - Sequoia
3d ago
source : GrabJobs

EMBARK on a rewarding career path.

Becoming a Certified Wealth Coach is one of the most inspired career choices you can make TODAY.

Coaching is the second fastest growing industry in the world.

If you are up for an exciting career to learn, lead and deliver results fast, this is the best position for you.

Gradually shift your career from just having a routine office job to going out with an entrepreneurial mindset and reaping the fruits of your hard work.


Take a moment to ask : What do I really want from my career?Take a moment to look : Where can I find a fruitful and fulfilling work?

Job Description* Provide clients with specialized advice on how to manage their money* The role involves researching the marketplace and recommending the most appropriate investment and insurance products and services available, ensuring that clients are aware of products that best meet their needs and then securing a sale* Help clients plan for short-

term and long-term goals, such as education expenses and retirement* They recommend investments to match the clients' goals* Soliciting new clients via phone, social media, face to face, referral regularly* Build strong relationships with their clients.

Establishing connections with others is necessary in both the networking and client retention aspects of the career* Continuous updating one’s knowledge about investing and what’s happening in the marketRequirements : * College / University Graduate is a MUST* Must be willing to undergo review and licensing examination with the Insurance Commission.

  • Professional ; Supervisory and up position is preferred* Had previous work experiences, preferably sales background* Knows how to use social media, excel, internet to his / her advantage* Can communicate well in English or Filipino, other language is a plus* Have BIG dreams, hopeful and working actively in achieving them* Trustworthy, Reliable / Dependable, Team Player* Open to learning and a willing student* Focus, determined, can work unsupervised* Goal oriented, willing to do an extra mile* Confident, hardworking, persistent* FUN to be with and has a HAPPY disposition.
  • Perks and Benefits : * Unlimited commission-based compensation* Flexitime.

    No need to travel for hours to get to work

  • Work from home or wherever you want to work* Retirement Benefits and Provident Fund* Health, Group and Life Insurance* Monthly bonus and other cash benefits* Exceptional career growth
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