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

Finance Planner | Remote Work  

Sun Life Financial - Evergreen NBO

  • Mandaluyong, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Mandaluyong, Metro Manila, Philippines
    Mandaluyong
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • ₱50,000.00 - ₱70,000.00 / month
    PHP
    50000
    70000
    50000
    MONTH
  • Part timePART_TIME

Expired 2 years ago

2022-02-14T16:00:00+00:00
Job closed.

Job Description

Proactive approach in asking thoughtful financial questions, engage with clients and create positive experiences to retain and depen relationships

Play a key role in educating and advising clients and providing high level financial insights and solutions from a wide range of available insurance, investment and wealth product solutions.

Building our clients' comprehensive plans using a holistic approach to help them achieve their goals

Nurturing strong, long-standing relationships with clients

Minimum Qualifications

  • Graduate with Colllege diploma in related field.
  • 1 year relevant experience ( Please note that other combinations of qualifications and relevant experience may be considered )
  • A self-initiator with strong organizational, planning and time management skills
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc

Perks and Benefits

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

Required Skills

  • Organizing and Planning
  • Presentation Skills
  • Action Planning
  • Analyzing Data
  • Financial Analysis
  • Attention to Detail
  • Problem Solving

Preferred Courses

  • Accountancy Management
  • Accountancy
  • Accounting Technology

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Accounting and Finance
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Often
Office Address
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Industry
Financial Services
Vacancy
5 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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