Sun Life Financial Advisor | CASHEW Unit | Malolos, Bulacan

Sun Life Financial - Evergreen NBO

  • Bulacan, Philippines
    7/F San Miguel Avenue Bldg., San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines, Bulacan, Central Luzon, Philippines
    Central Luzon
  • Full time
Posted 10 days ago and deadline of application is on 31 Aug
Recruiter was hiring 4 minutes ago

Sun Life Financial Advisor | CASHEW Unit | Malolos, Bulacan

Sun Life Financial - Evergreen NBO

Job Description

  • Sources clients from natural market, referrals, companies and small to medium businesses
  • Set up meetings with prospect clients for financial consultation
  • Conducts an assessment of the financial needs of the client and financial status
  • Recommends a financial solution to meet the unique financial needs of the client
  • Does a regular review and assessment of financial raodmap progress
  • Provides after sales services as needed and whenever necessary

Minimum Qualifications

  • Residing in Malolos or nearby area
  • At least 2 years experience in the corporate world
  • High value on personal integrity and humility
  • Willing to be coached and mentored
  • People person & willing to regularly meet people
  • Empathic listening skills

Perks and Benefits

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

Required Skills

  • Customer Service
  • Communication Skills
  • Needs Analysis
  • Product Positioning
  • Storytelling

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines
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).