Part-Time Financial Advisor | Evergreen Metro Manila

Sun Life Financial - Evergreen NBO

  • Pasig, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Pasig, Metro Manila, Philippines
    Pasig
    Metro Manila
    Philippines
  • 50,000.00 - 100,000.00 PHP / monthPHP50,000.00100,000.0050,000.00MONTH
  • Part time
Posted 2 months ago and deadline of application is on 30 Apr
Recruiter was hiring 2 hours ago

Part-Time Financial Advisor | Evergreen Metro Manila

Sun Life Financial - Evergreen NBO

Job Description

Our company, Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. The No. 1 Life Insurance Company in terms of premium income as reported by the Insurance Commission. To continue with our advocacy of helping our clients achieve a lifetime financial security, we are looking for exceptional, career-driven and goal-oriented individuals.

As a Financial Advisor, you are responsible to do the following:

  • Perform daily prospecting and presentation calls with potential clients
  • Educates clients about Personal Money Management, and the importance of savings, investments, and protection
  • Assist client's in identifying their financial goal/s and recommends the best Financial Plan that will help them achieve it.
  • Provide excellent and personalized customer service.
  • Proactively contact clients to establish meaningful long-term relationships.

Minimum Qualifications

  • Has a desire and passion to help educate people to manage their finances and their wealth.
  • Graduate of a college degree in any field
  • Has entrepreneurial skills
  • Hardworking
  • Coachable and willing to be trained and attend learning sessions/seminars
  • Competitive and goal oriented
  • Has excellent communication and presentation skills
  • Has keen attention to details
  • Must pass the Insurance Commission Licensure Exam

Perks and Benefits

  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
Other
  • Unlimited earning potential
  • Quarterly Incentives
  • Qualification to Local and International Trips
  • Invitations to Company and Industry Awards events

Required Skills

  • Presentation Skills
  • Persuasion and Negotiation
  • Customer Service
  • Time Management
  • Problem Solving
  • Critical Thinking
  • Communication Skills

Preferred Courses

  • Economics
  • Banking and Finance
  • Education

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Always 
Office Address
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Industry
Financial Services
Vacancy
15 openings
Website

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).