Certified Financial Advisor | Batangas | Part-time

Sun Life Financial - Evergreen NBO

  • Batangas City, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Batangas City, CALABARZON, Philippines
    Batangas City
  • 50,000.00 - 90,000.00 PHP / monthPHP50,000.0090,000.0050,000.00MONTH
  • Part time
Posted 3 months ago and deadline of application is on 14 May
Recruiter was hiring 31 minutes ago

Certified Financial Advisor | Batangas | Part-time

Sun Life Financial - Evergreen NBO

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 5 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

  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Retirement Benefit Plans Retirement Benefit Plans
  • Work from Home Work from Home

Required Skills

  • Action Planning
  • Sales and Marketing Knowledge
  • Digital Marketing
  • Customer Service
  • Communication Skills
  • Computer Literate / Basic Computer Skills

Preferred Courses

  • Banking & Finance
  • Business Administration & Accountancy

Jobs Summary

Job level
Associate / Supervisor
Job category
Accounting and Finance
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Financial Services
5 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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