Financial Advisor | Part-Time | Star Ruby Unit

Sun Life of Canada Philippines, Inc. (Cedar Branch)

  • Makati, Philippines
    3rd Floor, Ace Building, Rada cor Dela Rosa Sts., Legaspi Village, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
  • 30,000.00 - 150,000.00 PHP / monthPHP30,000.00150,000.0030,000.00MONTH
  • Part time
Posted a month ago and deadline of application is on 30 May
Recruiter was hiring 10 hours ago

Financial Advisor | Part-Time | Star Ruby Unit

Sun Life of Canada Philippines, Inc. (Cedar Branch)

Job Description

  1. Help achieve the client’s goals through a “needs-based” approach using the collected information and financial tools to come up with sound financial advice.
  2. Educate clients on preparing for Old age, Disability, Death, and Sickness (ODDS) to achieve financial security through life insurance.
  3. Introduce wealth build-up strategies to clients for their (child's) educational, business and retirement planning using life insurance and mutual funds.
  4. Build client bases to keep current client policies up-to-date and prospects new clients actively.
  5. Review clients’ Sun Life accounts, at least once a year, to check economic and market changes and suggest plan readjustment if needed.
  6. Explain to clients all terms of the life insurance contract or mutual fund and ensure they understand it.
  7. Turn over to the company the money collected within 24 hours.
  8. Maintain performance and production based on minimum agency standards. (Remuneration for this position is performance-based. Expect monthly performance bonus for those who meet the targets.)
  9. Assist clients in life insurance claims, fund withdrawal, and other concerns.
  10. Practice always strictest confidentiality (in compliance with R.A. 10173 Data Privacy Act) and act in the client’s best interest.

Minimum Qualifications

  • Preferably with at least 1-year work experience or entrepreneurship background
  • With a heart to serve a client in their best interest
  • Trustworthy
  • Self-motivated
  • Achievement-oriented
  • Enterprising
  • God‐fearing
  • Energetic

Perks and Benefits

  • Flexitime Flexitime
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Free Lunch or Snacks Free Lunch or Snacks
  • Performance Bonus Performance Bonus
Other

Travel Incentives - Local and International

Free registration to Conventions and Seminars to stellar advisors

Required Skills

  • Sales and Marketing Knowledge
  • People Management
  • Problem Solving
  • Closing Sales

Preferred Courses

  • Education
  • Behavioral Sciences [Organizational & Social Systems Development] and BS Business Management
  • Accounting

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes 
Office Address
Ace Building, Rada cor Dela Rosa Sts., Legaspi Village
Industry
Financial Services
Vacancy
10 openings
Website
http://www.sunlife.com.ph

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About Sun Life of Canada Philippines, Inc. (Cedar Branch)

Cedar Branch is the training ground to majority of the top 6% of Financial Advisors in the world. We are in search of passionate and driven Business Partners who would like to have work-life integration, create an unlimited income and provide Brighter Life to clients and advisors.