Sun Life Financial Advisor | CASHEW Unit | Caloocan City
Sun Life Financial - Evergreen NBO
- Caloocan, Philippines7/F San Miguel Avenue Bldg., San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines, Caloocan, NCR, PhilippinesCaloocanNCRPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
Job Description
- Identifies list of prospects to approach for a financial consultation
- Comfortably contact clients in order to set appointments for sales presentation meeting
- Conducts a financial consultation with client in order to determine priority goals and assesses their financial needs
- Recommends sound advice to clients on available investment vehicles that can help achieve his/her financial goals
- Provide after sales service to clients and updates them regularly
Minimum Qualifications
- Residing in Caloocan and nearby area
- With high values on Integrity and Humility
- At least 2 years experience in the corporate world
- WIlling to learn about financial management and its importance
- Can easily communicate with people
- Determined, dedicated and passionate in his/her work
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Required Skills
- Presentation Skills
- Customer Service
- Communication Skills
- Empathy
- Rapport Building
- Computer Literate / Basic Computer Skills
- Public Relations (PR)
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
- 30 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).