Financial Advisor | REED UNIT | Cavite

Sun Life Financial - Evergreen NBO

  • Imus, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, Aguinaldo Highway, Salitran, Dasmariñas, Cavite, Philippines, Imus, Cavite, Philippines
  • Full time
Posted a month ago and deadline of application is on 30 Jul
Recruiter was hiring 4 minutes ago

Financial Advisor | REED UNIT | Cavite

Sun Life Financial - Evergreen NBO

Job Description

  • Financial advisors advise clients on investments, taxes, estate planning, insurance, mortgages and retirement.
  • Talks to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to develop a financial plan.
  • Manages and updates client's portfolios.
  • Builds and maintains client base.

Minimum Qualifications

  • College graduate
  • Basic math and computer skills
  • Team player
  • Residing in Cavite or nearby area

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
  • Performance Bonus Performance Bonus

Required Skills

  • Relationship Management
  • Presentation Skills
  • Customer Service
  • Time Management
  • Interviewing
  • Empathy
  • Listening

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
Aguinaldo Highway, Barrio Anabu 1-B
Financial Services
8 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).