Financial Advisor | SST | Tacloban

Sun Life Financial - Evergreen NBO

  • Tacloban, Philippines
    Tacloban, Eastern Visayas, Philippines
    Eastern Visayas
  • Full time
Posted 17 days ago and deadline of application is on 31 Aug
Recruiter was hiring 8 minutes ago

Financial Advisor | SST | Tacloban

Sun Life Financial - Evergreen NBO

Job Description

  • Assist prospects in determining what they want in life
  • Identify and make an inventory of what the prospect has
  • Guide prospects in the creation of their financial road map
  • Provide Clients with potential solutions from Sun Life they can use to achieve their goals.
  • Must be an example to his clients on how to manage their finances.

Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Exhibit Professionalism
  • Demonstrate a Caring Attitude
  • Passionate about helping people

Perks and Benefits

  • Work from Home Work from Home

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
Tacloban, Eastern Visayas, Philippines
Financial Services
50 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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