Financial Advisor-REED UNIT-Fairview, Novaliches, North Caloocan, San Jose Del Monte Bulacan

Sun Life Financial - Evergreen NBO

  • Quezon City, Philippines
    2nd floor, 45 San Miguel Avenue , Quezon City, Metro Manila, Philippines
    Quezon City
    Metro Manila
  • Full time
Posted 2 months ago and deadline of application is on 29 Jun
Recruiter was hiring 9 minutes ago

Financial Advisor-REED UNIT-Fairview, Novaliches, North Caloocan, San Jose Del Monte Bulacan

Sun Life Financial - Evergreen NBO

Job Description

A Financial Advisor provides planning and support to clients in order to help clients achieve their financial goals.

Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets desired.

All of this must be done with adherences to ethics, best practices, and pre-established financial plans.

Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Flexible approach to work;
  • Ethical and Professional approach to work;

Perks and Benefits

  • Flexitime Flexitime
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus

Required Skills

  • Presentation Skills
  • Persuasion and Negotiation
  • Time Management
  • Reading Comprehension
  • Critical Thinking
  • Communication Skills
  • Empathy

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
Acacio Building, Greater Lagro, Regalado Avenue, Quezon City 1123
Financial Services
20 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).
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