Sun Life Financial - Evergreen NBO
Sun Life Financial - Evergreen NBO

Certified Financial Consultant, Ortigas | Homebased  

Sun Life Financial - Evergreen NBO

  • Pasig, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, Pasig, Metro Manila, Philippines, 45 San Miguel Avenue
    Pasig
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • ₱100,000.00 - ₱120,000.00 / month
    PHP
    100000
    120000
    100000
    MONTH
  • Full timeFULL_TIME

Expired 2 years ago

2022-02-17T02:16:04.510649+00:00
Job closed.

Job Description

As a financial advisor, you will make a positive difference by helping people become financially secure, and achieve their dreams and goals in life.

Job duties include:

  • Acquire individual and corporate clients;
  • Identify client's financial goals and assist them in selecting appropriate insurance and investment to align on their needs, and;
  • Performs prospecting and presentation of solutions to clients.

Minimum Qualifications

What we are looking for:

  • Graduate of any 4-year course;
  • Individuals with good communication and time management skills;
  • Individuals with strong analytical and planning skills;
  • Ambitious and with entrepreneurial mindset;
  • With self-discipline and highly committed;
  • Experience in sales, marketing, and presentation is an advantage, but not required, and;
  • Must be willing to undergo extensive training.
  • Those with experience from banking and real estate.

If you are determined to fulfill your family's dreams, this is the opportunity you should not miss.

Perks and Benefits

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Medical / Health InsuranceMedical / Health Insurance
  • Performance BonusPerformance Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime

Required Skills

  • Organizing and Planning
  • Relationship Management
  • Communication Skills
  • Data Analysis
  • Needs Analysis

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
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Industry
Financial Services
Vacancy
10 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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