Sun Life Financial Advisor | Cashew Unit | Baguio City
Sun Life Financial - Evergreen NBO
- Baguio, PhilippinesBaguio, Cordillera Administrative Region, PhilippinesBaguioCordillera Administrative RegionPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
Job Description
- Regularly identifies prospective clients from natural market, referrals, companies and small to medium businesses
- Set up presentation meetings with prospect clients for financial consultation
- Assess client's financial needs, goals and objectives clearly
- Recommends a sound financial solution to meet the unique financial goals of the clients
- Patiently provides after sales services to clients as needed and whenever necessary
Minimum Qualifications
- Residing in Baguio City or nearby area
- At least 2 years experience in the corporate world
- With high value on personal integrity and humility
- Willing to be coached and mentored
- People person, with good communication and presentation skills
- Active on Facebook
- Good at digital marketing communications
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Required Skills
- Facebook Ads
- Digital Marketing
- Customer Service
- Communication Skills
- Empathy
- Needs Analysis
- Decision-Making
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Baguio, Cordillera Administrative Region, Philippines
- Industry
- Financial Services
- Vacancy
- 30 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).