Sun Life Financial Advisor | TEREBINTH Unit | Meycauayan, Bulacan

Sun Life Financial - Evergreen NBO

  • Meycauayan, Philippines
    7/F 45 San Miguel Bldg, San Miguel Avenue , Meycauayan, Central Luzon, Philippines
    Central Luzon
  • Full time
Posted a day ago and deadline of application is on 30 Aug
Recruiter was hiring 2 hours ago

Sun Life Financial Advisor | TEREBINTH Unit | Meycauayan, Bulacan

Sun Life Financial - Evergreen NBO

Job Description

  • Set appointments with prospects for financial consultation, or with existing clients for financial plan review
  • Uncovers financial goals of clients and determines priorities
  • Makes an assessment of the financial standing of the prospect
  • Develops a financial roadmap for the client to achieve his financial goals
  • Recommends a financial solution that would fit the financial plan of the client
  • Performs a regular review of the progress of the client's financial plan

Minimum Qualifications

  • At least 1 year experience
  • Willing to learn
  • Currently residing in Meycauayan, Bulacan 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
  • Empathy
  • 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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