Financial Advisor | SST | Calbayog, Samar

Sun Life Financial - Evergreen NBO

  • Calbayog, Philippines
    Calbayog, Eastern Visayas, Philippines
    Eastern Visayas
  • Full time
Posted 17 days ago and deadline of application is on 31 Aug
Recruiter was hiring 13 minutes ago

Financial Advisor | SST | Calbayog, Samar

Sun Life Financial - Evergreen NBO

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 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
Office Address
Calbayog, 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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