Part-Time Financial Advisor | Evergreen Metro Manila
- Pasig, Philippines7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippines
- 50,000.00 - 100,000.00 PHP / monthPHP50,000.00100,000.0050,000.00MONTH
- Part time
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.
- 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
- 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
- Life Insurance
- Medical / Health Insurance
- Performance Bonus
- Unlimited earning potential
- Quarterly Incentives
- Qualification to Local and International Trips
- Invitations to Company and Industry Awards events
- Presentation Skills
- Persuasion and Negotiation
- Customer Service
- Time Management
- Problem Solving
- Critical Thinking
- Communication Skills
- Banking and Finance
- Job level
- Entry Level / Junior, Apprentice
- Job category
- Sales and Marketing
- Educational requirement
- Bachelor's degree graduate
- Recruiter response to application
- Office Address
- San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
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