Financial Advisor I Metro Manila I Thuja Plicata Unit

Sun Life Financial - Evergreen NBO

  • Pasig, Philippines
    7th Floor, 45 San Miguel Avenue , Pasig, Metro Manila, Philippines
    Metro Manila
  • 50,000.00 - 200,000.00 PHP / monthPHP50,000.00200,000.0050,000.00MONTH
  • Full time
Posted 12 days ago and deadline of application is on 31 Aug
Recruiter was hiring 5 hours ago

Financial Advisor I Metro Manila I Thuja Plicata Unit

Sun Life Financial - Evergreen NBO

Job Description

  • Performs daily prospecting of clients
  • Educates clients on the importance of savings, investments and protection
  • Help clients manage their porfolios and assess their goals
  • Provides the best financial plan to clients
  • Participate in personal and professional development assemblies as well as team and branch meetings
  • Build a lasting and valuable relationship with clients

Minimum Qualifications

  • Hardworking
  • Competitive and goal oriented
  • Coachable
  • Excellent communication and presentation skills
  • With entrepreneurial mindset
  • Graduate of a college degree, preferably in finance, engineering, accounting and education but not necessary
  • Has keen attention to details
  • Must be willing to undergo trainings and must pass the licensure exam

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
  • Performance Bonus Performance Bonus
  • Local and International Trips
  • Invitations to Company and Industry Awards Events
  • Unlimited earning potential
  • Quarterly Incentives

Required Skills

  • Presentation Skills
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Customer Service
  • Time Management
  • Problem Solving
  • Communication Skills

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
45 San Miguel Ave, San Antonio, Pasig, Metro Manila, Philippines
Financial Services
25 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).