Sun Life Financial Advisor | TEREBINTH Unit | Mandaluyong

Sun Life Financial - Evergreen NBO

  • Mandaluyong, Philippines
    7/F San Miguel Avenue Bldg., San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines, Mandaluyong, Metro Manila, Philippines
    Metro Manila
  • Full time
Posted 7 days ago and deadline of application is on 30 Aug
Recruiter was hiring 26 minutes ago

Sun Life Financial Advisor | TEREBINTH Unit | Mandaluyong

Sun Life Financial - Evergreen NBO

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

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
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).
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