Sun Life Financial Advisor | TEREBINTH Unit | Guiguinto, Bulacan

Sun Life Financial - Evergreen NBO

  • Guiguinto, Philippines
    7/F 45 San Miguel Bldg, San Miguel Avenue , Guiguinto, Central Luzon, Philippines
    Guiguinto
    Central Luzon
    Philippines
  • Full time
Posted 4 days ago and deadline of application is on 30 Aug
Recruiter was hiring 2 hours ago

Sun Life Financial Advisor | TEREBINTH Unit | Guiguinto, Bulacan

Sun Life Financial - Evergreen NBO

Job Description

  • Acts as a consultant to clients regarding their financial needs
  • Provides a sound advice to clients on products and services to avail in order to achieve their financial goals
  • Monitors progress of clients' financial plans based on their current life stage, and recommends adjustments if necessary

Minimum Qualifications

  • At least 1 year experience
  • Willing to be coached
  • Currently residing in Guiguinto, 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

  • Problem Solving
  • Needs Analysis
  • Storytelling

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
20 openings
Website

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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).