Financial Advisor | Batangas
Sun Life Financial - Evergreen NBO
- Batangas City, Philippines2/F Epicenter Building, 45 San Miguel Avenue , Batangas City, CALABARZON, PhilippinesBatangas CityCALABARZONPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
Job Description
- Provides financial planning and support to clients achieve their financial goals.
- Assists clients maintain their current assets and portfolios and assist with obtaining additional assets desired.
- Manage and regularly update clients' portfolios.
Minimum Qualifications
- With at least 2-years working experience
- Basic math and computer skills
- Willing to learn and to be mentored
- Residing in Batangas or nearby area
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Required Skills
- Relationship Management
- Presentation Skills
- Persuasion and Negotiation
- Interpersonal Skills
- Time Management
- Social Media Management
- Communication Skills
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- 0865 National Highway, Brgy. Balagtas,
- Industry
- Financial Services
- Vacancy
- 8 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).