Sun Life Financial Advisor | SST | Leyte

Sun Life Financial - Evergreen NBO

  • Maasin, Philippines
    Maasin, Eastern Visayas, Philippines
    Eastern Visayas
  • Full time
Posted 17 days ago and deadline of application is on 31 Aug
Recruiter was hiring 11 minutes ago

Sun Life Financial Advisor | SST | Leyte

Sun Life Financial - Evergreen NBO

Job Description

Educate his clients on the concepts of Personal Financial Planning

An Advisor must be able to present clearly the various potential solutions for clients to achieve their financial goals.

Conducts regular annual review of his clients' financial portfolio to keep his needs and protection updated.

Conduct one on one or small group discussions of financial fitness ways

Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Preferably with experience in handling client objections
  • Solutions finder
  • Detailed and organized at work

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

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
Maasin, 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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