Sun Life Financial Advisor | TEREBINTH Unit | Pasay

Sun Life Financial - Evergreen NBO

  • Pasay, Philippines
    7/F 45 San Miguel Bldg, San Miguel Avenue , Pasay, Metro Manila, Philippines
    Metro Manila
  • Full time
Posted 7 days ago and deadline of application is on 30 Aug
Recruiter was hiring 2 hours ago

Sun Life Financial Advisor | TEREBINTH Unit | Pasay

Sun Life Financial - Evergreen NBO

Job Description

  • Regularly meet prospects for financial consultation
  • Identify client's personal financial goals and financial status
  • Crafts a financial roadmap in achieving client's financial goals
  • Conducts a periodic review of client's financial plan, and provides advice on any adjustments as necessary
  • Offers financial services to companies/businesses that would be helpful in the benefits and productivity of the employees, which will lead to better company performance.

Minimum Qualifications

  • At least 1 year experience
  • Willing to be coached and mentored personally
  • Currently residing in Pasay or nearby area

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

  • Customer Service
  • Communication Skills
  • 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).