Financial Advisor
Sun Life Financial - Evergreen NBO
- Quezon City, Philippines2nd floor, 45 San Miguel Avenue , Quezon City, Metro Manila, PhilippinesQuezon CityMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
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
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
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
- Often
- Office Address
- Acacio Building, Greater Lagro, Regalado Avenue, Quezon City 1123
- Industry
- Financial Services
- Vacancy
- 20 openings
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).