Sun Life Financial - Evergreen NBO
Sun Life Financial - Evergreen NBO

Certified Financial Advisor | Zamboanga  

Sun Life Financial - Evergreen NBO

  • Dipolog, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Dipolog, Zamboanga Peninsula, Philippines
    Dipolog
    Zamboanga Peninsula
    Philippines
    Philippines
    TELECOMMUTE
  • ₱70,000.00 - ₱120,000.00 / month
    PHP
    70000
    120000
    70000
    MONTH
  • Full timeFULL_TIME

Expired 2 years ago

2022-02-17T02:16:04.510649+00:00
Job closed.

Job Description

Personal financial advisors typically do the following:

  • Meet with clients in-person to discuss their financial goals
  • Explain the types of financial services they provide to potential clients
  • Educate clients and answer questions about investment options and potential risks
  • Recommend investments to clients or select investments on their behalf
  • Help clients plan for specific circumstances, such as education expenses or retirement
  • Monitor clients’ accounts and determine if changes are needed to improve the performance or to accommodate life changes, such as getting married or having children
  • Research investment opportunities

Minimum Qualifications

We are looking for 10 individuals to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

We will train you for Free. We will also provide assistance for your license processing.

  • Candidate must possess at least a Bachelor’s Degree in any field
  • Willing to attend training and seminars on Financial/Insurance Practices
  • Must be willing to do fieldwork
  • Passionate and committed
  • Team players
  • Willing to adapt to change

Perks and Benefits

  • Performance BonusPerformance Bonus
  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Medical / Health InsuranceMedical / Health Insurance
  • Life InsuranceLife Insurance

Required Skills

  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Communication Skills
  • Closing Sales

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Accounting and Finance
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Industry
Financial Services
Vacancy
25 openings

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).

People also applied to

  1. Home

Other Recommended Jobs

Apply jobs in

Job Categories:

Related to your search: