Financial Advisor- CASHEW UNIT/Mandaluyong City

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
  • Full time
Posted 2 months ago and deadline of application is on 29 Jul
Recruiter was hiring 14 minutes ago

Financial Advisor- CASHEW UNIT/Mandaluyong City

Sun Life Financial - Evergreen NBO

Job Description

  • Provides clients with professional advice on financial management.
  • Ensuring that clients are aware of products suitable for their unique financial goals
  • Ensures after sales service by updating clients and evaluating their existing policies and future needs.

Minimum Qualifications

  • Residing in Mandaluyong or nearby areas
  • At least 2 years in corporate world
  • High values on Integrity and Humility
  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent in rapport building
  • Dedicated, organized, and with high team spirit

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

  • Relationship Management
  • Persuasion and Negotiation
  • Time Management
  • Problem Solving
  • Communication Skills
  • Empathy
  • Planning

Jobs Summary

Job level
Associate / Supervisor
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
50 openings
Website

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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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