Sun Life Financial Advisor | TEREBINTH Unit | Calamba, Laguna

Sun Life Financial - Evergreen NBO

  • Calamba, Philippines
    7/F 45 San Miguel Bldg, San Miguel Avenue , Calamba, CALABARZON, Philippines
    Calamba
    CALABARZON
    Philippines
  • Full time
Posted 11 days ago and deadline of application is on 30 Aug
Recruiter was hiring an hour ago

Sun Life Financial Advisor | TEREBINTH Unit | Calamba, Laguna

Sun Life Financial - Evergreen NBO

Job Description

  • Provide sound advice to clients on what financial instrument to avail based on their financial goals and financial standing
  • Develops a financial plan for client based on their priority goals
  • Tracks the progress of the client's financial plan and works with client on any needed adjustments because of changes in life stage

Minimum Qualifications

  • At least 1-year experience
  • Willing to be coached and mentored
  • Currently residing in Calamba, Laguna 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

  • Organizing and Planning
  • Communication Skills
  • Needs Analysis

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

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).