Financial Advisor - Pollux Star Unit | Quezon City

Sun Life Financial - Diamond Tree NBO

  • Quezon City, Philippines
    Quezon City, Metro Manila, Philippines
    Quezon City
    Metro Manila
  • 30,000.00 - 100,000.00 PHP / monthPHP30,000.00100,000.0030,000.00MONTH
  • Part time
Posted 2 months ago and deadline of application is on 4 Jun
Recruiter was hiring 3 hours ago

Financial Advisor - Pollux Star Unit | Quezon City

Sun Life Financial - Diamond Tree NBO

Job Description

  • Perform comprehensive financial planning to help clients realize their current financial status
  • Analyze financial situations to determine risk, reward, and opportunity
  • Provide and recommend sound financial solutions to meet the clients’ needs and goals
  • Help individuals and companies individuals examine their immediate and long-term financial situations to appropriate use their savings, income, and make investments
  • Actively generate new clients and recruits

Minimum Qualifications

  • Good communication, presentation, and organizational skills
  • Strong analytical, planning, and problem-solving skills
  • Highly goal-driven and self-motivated
  • Entrepreneurial mindset
  • Strong leadership capability
  • Leadership experience in school or community is a plus
  • Willing to give at least 15 hrs per week for the job
  • Has grit and passion for self-improvement
  • Ability to work with a diverse group of people

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Free Lunch or Snacks Free Lunch or Snacks
  • Performance Bonus Performance Bonus

Required Skills

  • Creative Thinking
  • Organizing and Planning
  • Relationship Management
  • Sales and Marketing Knowledge
  • Product Positioning

Licenses and Certifications

  • Insurance Agent License

Preferred Courses

  • Business Administration & Accountancy
  • Psychology

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Quezon City, Metro Manila, Philippines
Insurance and Investments
10 openings

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About Sun Life Financial - Diamond Tree NBO

Established in 1965, Sun Life Financial is one of the largest and oldest international life insurance companies in the world. Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life. To date, the company has grown to over 70 branches nationwide. The Diamond Tree Branch is a stronghold of new and seasoned financial advisors working together to serve our clients as we strive to make Sun Life the best insurance and asset management company in the country. Our branch is home to leaders and top performers within the company and across the entire industry, even attaining prestigious MDRT and GAMA memberships, recognized on both local and international levels. In harmony with Sun Life’s goal of becoming a “Partner for Life” to our clients, we at Diamond Tree Branch seek to fulfill this through the realization of our mission - to develop leaders, and to transform lives. Join us, and become a part of the revolution for a brighter life.
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