Financial Advisor-REED Unit | Santa Rosa, Laguna

Sun Life Financial - Evergreen NBO

  • Santa Rosa, Philippines
    Unit 8 2/F, 45 San Miguel Avenue , Santa Rosa, CALABARZON, Philippines
    Santa Rosa
  • Full time
Posted a month ago and deadline of application is on 30 Jul
Recruiter was hiring 3 hours ago

Financial Advisor-REED Unit | Santa Rosa, Laguna

Sun Life Financial - Evergreen NBO

Job Description

  • Financial advisors help individuals and companies reach their financial goals sooner by providing their clients with strategies and ways to create more wealth, reduce costsm or eliminate debts.
  • Manage and regularly update clients' portfolios.
  • Building and maintaining your client base.

Minimum Qualifications

  • With at least 2 years work experience;
  • Willing to be coached and mentored;
  • Tech savvy;
  • Residing in Santa Rosa, Laguna 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

  • Presentation Skills
  • Persuasion and Negotiation
  • Communication Skills
  • Empathy
  • Rapport Building
  • 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
Paseo 4B Paseo de Sta. Rosa, Santa Rosa 4026 Laguna
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).
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