Financial Advisor | REED UNIT | Calamba, Laguna

Sun Life Financial - Evergreen NBO

  • Calamba, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Calamba, CALABARZON, Philippines
  • Full time
Posted 2 months ago and deadline of application is on 24 Jul
Recruiter was hiring an hour ago

Financial Advisor | REED UNIT | Calamba, Laguna

Sun Life Financial - Evergreen NBO

Job Description

  • Meet with clients in person to discuss their financial goals;
  • Educate clients and answer questions about investment options and potential risks;
  • Research investment opportunities;
  • Help clients plan for specific circumstances, such as education expenses or retirement

Minimum Qualifications

  • Graduate of any four-year course
  • At least 2 years of work experience
  • Proficient in Mac OS/ Microsoft office
  • Can work remotely
  • Residing in Laguna
  • Willing to learn and to be mentored

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

Required Skills

  • Relationship Management
  • Persuasion and Negotiation
  • Digital Marketing
  • Communication Skills
  • Interviewing
  • Empathy
  • Listening

Preferred Courses

  • Education
  • Entrepreneurship
  • Accountancy

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Financial Services
8 openings

Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.

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).