Sun Life Financial - Evergreen NBO
Sun Life Financial - Evergreen NBO

Financial Advisor / GO Sales team  

Sun Life Financial - Evergreen NBO

  • Pasig, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Pasig, Metro Manila, Philippines
    Pasig
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • ₱40,000.00 - ₱150,000.00 / month
    PHP
    40000
    150000
    40000
    MONTH
  • Full timeFULL_TIME

Expired 2 years ago

2022-09-07T16:00:00+00:00
Job closed.

Job Description

As a Financial Advisor, you will have the opportunity of helping people prepare a brighter future by sharing to them your expertise in the following:

  • Personal Money Management
  • Educates clients on the importance of savings, investments, and protection
  • Help clients manage their portfolios and assess their goals
  • Provides the best financial plan to clients

To be able to give quality service and best financial plan to your prospective and existing clients:

  • you must be willing to undergo company training
  • you must participate in personal and professional development assemblies as well as team and branch meetings
  • build a lasting and valuable relationship with clients

Minimum Qualifications

  • Hardworking
  • Coachable and willing to undergo trainings
  • Competitive and goal-oriented
  • Has excellent communication and presentation skills
  • Graduate of a college degree
  • Has keen attention to details
  • Must pass the licensure exam

Perks and Benefits

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Medical / Health InsuranceMedical / Health Insurance
  • Performance BonusPerformance Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime

Other

  • Unlimited earning potential
  • Quarterly Incentives
  • Local and International Trips
  • Invitations to Company and Industry Awards events

Required Skills

  • Presentation Skills
  • Persuasion and Negotiation
  • Customer Service
  • Problem Solving
  • Monitoring and Evaluation
  • Interviewing
  • Handling Objections

Preferred Courses

  • Accountancy
  • Finance
  • Education

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Industry
Financial Services
Vacancy
15 openings

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About Sun Life Financial - Evergreen NBO

Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. Currently celebrating its 125th year anniversary, Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income as reported by the Insurance Commission. Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives. In doing so, we are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world. Evergreen NBO is now on its 15th year in existence and has over 150 agency sales force. The branch's strength lies in its focus on training, and has since successfully produced several Million Dollar Round Table (MDRT), International Quality Awardees (IQA), Leaders' Conference, and Macaulay Club qualifiers. It's Management Team has distinguished themselves in qualifying in Sun Life's Management Elite group: Triple A awards, General Agency Management Association (GAMA) International: International Management Award (IMA) Platinum (for the branch) and GAMA Front-line Leader Award (FLA) (Unit Manager level).

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