Sun Life Financial Advisor | TEREBINTH Unit | Angeles
Sun Life Financial - Evergreen NBO
- Angeles, Philippines7/F 45 San Miguel Bldg, San Miguel Avenue , Angeles, Central Luzon, PhilippinesAngelesCentral LuzonPhilippinesPhilippines
- Full timeFULL_TIME
Expired 4 years ago
2020-09-08T06:16:04.051520+00:00Job closed.
Job Description
- Meet clients in order to conduct financial assessment or consultation
- Help uncover the client's financial goals
- Guide client in determining his/her current financial status and money management style
- Bridge the gap between the financial status of the client to his/her financial goals by recommending investment vehicles
- Conduct regular review of the financial plan and goals of the client in order to make sure that he/she is on track.
Minimum Qualifications
- At least 2 years experience
- Willing to learn
- Currently residing in Angeles, Pampanga 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
- Product Positioning
- 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
Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.
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).