Sun Life Financial Advisor | CASHEW Unit | Imus, Cavite
Sun Life Financial - Evergreen NBO
- Imus, Philippines7/F 45 San Miguel Bldg, San Miguel Avenue , Imus, CALABARZON, PhilippinesImusCALABARZONPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
Job Description
- Seek out individuals and business organizations that may have a need of the company's products and services
- Set meeting with prospects in order to identify financial needs
- Conducts financial planning presentation necessary to develop a financial plan that is suited to client’s unique requirements
- Recommend a financial plan suitable to the determined financial need
- Conduct regular review of financial plan, and recommend changes depending on current life stage and personal requirements
Minimum Qualifications
- At least 2 years experience
- Willing to be coached & mentored
- Good communication skills
- High Value on Integrity
- Currently residing in Imus, Cavite or nearby area
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Required Skills
- Customer Service
- Problem Solving
- Communication Skills
- Empathy
- 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
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).