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

Financial Advisor | Mandaluyong  

Sun Life Financial - Evergreen NBO

  • Pasig, Philippines
    7th Floor, 45 San Miguel, San Miguel Avenue, San Antonio, Pasig, Metro Manila, Philippines, Pasig, Metro Manila, Philippines
    Pasig
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • ₱70,000.00 - ₱120,000.00 / month
    PHP
    70000
    120000
    70000
    MONTH
  • Part timePART_TIME

Expired 2 years ago

2022-02-17T02:16:04.510649+00:00
Job closed.

Job Description

A Financial Advisor provides expertise for clients' decisions with regards to money matters, personal finances, and investments. Your responsibilities are (but not limited to) the following:

  • Perform daily prospecting of clients and building of client base
  • Educate clients on the importance of savings, investments, insurance, education funding and retirement planning.
  • Help clients plan for their short-medium and long-term goals and recommend the best financial plan that will address these goals.
  • Participate in personal and professional development assemblies as well as team and branch meetings
  • Build lasting and valuable relationship with clients

Minimum Qualifications

  • Strong analytical and planning skills
  • Bachelor's Degree Graduate of Accountancy, Engineering, Business, Finance and other related fields.
  • Has entrepreneurial mindset
  • Hardworking
  • Coachable and willing to be trained and attend learning sessions/seminars
  • Competitive and goal oriented
  • Has excellent communication and presentation skills
  • Must pass the Insurance Commission 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 and Annual Incentives
  • Local and International Trips
  • Invitations to Company and Industry Awards events
  • Career Growth
  • Retirement Program
  • Housing and Auto Loan

Required Skills

  • Organizing and Planning
  • Presentation Skills
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Time Management
  • Problem Solving
  • Communication Skills

Preferred Courses

  • Accountancy
  • Business related
  • 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
45 San Miguel, San Miguel Avenue, San Antonio, Pasig, Metro Manila, Philippines
Industry
Financial Services
Vacancy
12 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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