Sun Life Financial Advisor | TEREBINTH Unit | Mandaluyong
Sun Life Financial - Evergreen NBO
- Mandaluyong, Philippines7/F San Miguel Avenue Bldg., San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines, Mandaluyong, Metro Manila, PhilippinesMandaluyongMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job closed.
Job Description
- Identify prospects to approach
- Set appointments with prospects and/or existing clients
- Work with client in uncovering financial goals and financial standing
- Bridges the gap between the financial standing of client and financial goals by recommending investment vehicles
- Regularly reviews the progress of client's financial plan and recommends adjustments depending on the changes in financial standing and life stage
Minimum Qualifications
- Residing in Mandaluyong or nearby area
- At least 1 year experience in the corporate world
- Coachable, willing to learn
- People-person
- Driven, goal-oriented
Perks and Benefits
- Flexitime
- Retirement Benefit Plans
- Performance Bonus
- Medical / Health Insurance
- Life Insurance
Required Skills
- Communication Skills
- Needs Analysis
- Rapport Building
- Listening
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 Avenue, Ortigas Center, Pasig, Metro Manila, Philippines
- 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).