Financial Advisor | SST | Palawan

Sun Life Financial - Evergreen NBO

  • Puerto Princesa, Philippines
    Puerto Princesa, MIMAROPA, Philippines
    Puerto Princesa
  • Full time
Posted 19 days ago and deadline of application is on 31 Aug
Recruiter was hiring a few seconds ago

Financial Advisor | SST | Palawan

Sun Life Financial - Evergreen NBO

Job Description

  • Conduct Prospecting Activities to identify people who are looking for life protection

  • Assist Individuals looking for Investment opportunities

  • Educate Filipinos in Financial Literacy by conducting Financial Fitness Learning Sessions.

  • Meet with prospects to identify their financial needs.

  • Contact Human Resource Departments of SMEs to offer Financial Fitness Learning Sessions

Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Ready to provide sound and professsional financial advise to prospects and clients
  • Open to be coached and mentored
  • A current resident of Palawan

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Medical, Prescription, Dental, or Vision Plans Medical, Prescription, Dental, or Vision Plans
  • Performance Bonus Performance Bonus

Required Skills

  • Facebook Ads
  • Digital Marketing
  • Chat Support
  • Customer Service
  • Communication Skills
  • Computer Literate / Basic Computer Skills
  • Closing Sales

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
Puerto Princesa, MIMAROPA, Philippines
Financial Services
30 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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