Sun Life Financial Advisor | TEREBINTH Unit | Muntinlupa
Sun Life Financial - Evergreen NBO
- Muntinlupa, Philippines7/F 45 San Miguel Bldg, San Miguel Avenue , Muntinlupa, Metro Manila, PhilippinesMuntinlupaMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job closed.
Job Description
- The chosen candidates will represent the top company in the life insurance industry in Alabang and nearby area.
- Successful candidates will reach out to individuals, businesses and corporations in order to offer financial services of the company
- The candidate will make an assessment of the financial goals and/or requirements of clients
- Based on the assessment, the candidate will then provide an advice on the possible solutions that can help clients achieve their financial goals.
- The candidate will monitor and do regular review of the financial plan of clients and help guide clients towards the fulfillment of their goals.
Minimum Qualifications
- At least 2 years experience
- Willing to learn
- Currently residing in Muntinlupa or nearby area
Perks and Benefits
- Flexitime
- Retirement Benefit Plans
- Performance Bonus
- Medical / Health Insurance
- Life Insurance
Required Skills
- Customer Service
- Communication Skills
- Needs Analysis
- Rapport Building
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 20 openings
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).