Financial Advisor | Calbayog, Samar
Sun Life Financial - Evergreen NBO
- Calbayog, PhilippinesCalbayog, Eastern Visayas, PhilippinesCalbayogEastern VisayasPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
Job Description
- Identify at least 50 prospects daily
- Must be able to contact these prospects in anyway they can including use of social media
- Familiarity with social media marketing is an advantage
- Conduct Personal Financial Fitness Presentation for Individuals and small groups of 3- 50 people
- Conduct clients' regular annual or bi-annual review of their financial plan
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Professional in his dealings with clients
- Must have a Winning Attitude
- Have that caring attitude for his clients
- Inspiring to the people around him
Perks and Benefits
- Work from Home
Required Skills
- Organizing and Planning
- Relationship Management
- Presentation Skills
- Persuasion and Negotiation
- Problem Solving
- Communication Skills
- Product Positioning
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Calbayog, Eastern Visayas, Philippines
- Industry
- Financial Services
- Vacancy
- 50 openings
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).