Sun Life Financial - Diamond Tree NBO
Sun Life Financial - Diamond Tree NBO

Financial Advisor  

Sun Life Financial - Diamond Tree NBO

  • Mandaluyong, Philippines
    19th flr/ Diamond NBO, 82, Mayflower St, Highway Hills, Mandaluyong, Metro Manila, Philippines
    Mandaluyong
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • Part timePART_TIME

Expired 8 months ago

2023-07-30T16:00:00+00:00
Job closed.

Job Description

  • Help assess clients' financial needs and goals;
  • Provide achievable financial goals;
  • Establish a realistic plan to meet those goals;
  • Interpret how other programs may impact clients' plans;
  • Guide to put plans into action;
  • Keep track of the investment plans regularly;
  • Prepare financial plans and check their accuracy;
  • Respond to prospective customer queries about financial planning;

Minimum Qualifications

  • Candidate must possess at least a Bachelor's/College Degree;
  • Preferably 1-4 years sales experience in any industry;
  • Fresh Graduates are welcome to apply;
  • Systematic and can work in fast-paced environment;
  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Team player
  • Willing to be trained;
  • Part-time positions available.

Perks and Benefits

  • FlexitimeFlexitime
  • Performance BonusPerformance Bonus
  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Life InsuranceLife Insurance

Required Skills

  • Creative Thinking
  • Organizing and Planning
  • Relationship Management
  • Sales and Marketing Knowledge
  • Time Management
  • Critical Thinking
  • Communication Skills

Preferred Courses

  • Accountancy Management
  • Business Administration [Business Management]
  • teacher

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes
Office Address
Greenfield Tower, Mayflower St 82, 1554 Mandaluyong, Philippines
Industry
Insurance and Investments
Vacancy
25 openings
Website
https://diamondnbo.com/join-us

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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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