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
    Metro Manila
  • 30,000.00 - 150,000.00 PHP / monthPHP30,000.00150,000.0030,000.00MONTH
  • Part time
Posted 15 days ago and deadline of application is on 3 Sep
Recruiter was hiring an hour ago

Financial Advisor | Part-Time | Star Ruby Unit

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

Job Description

  1. Educate clients on preparing for Old age, Disability, Death, and Sickness (ODDS) to achieve financial security/preparedness through life insurance.
  2. Introduce wealth build-up strategies to clients for their (child's) educational, business and retirement planning using life insurance and mutual funds.
  3. Help achieve the client’s goals through “needs-based” approach using the collected information and financial tools to come up with sound financial advice.
  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 the minimum agency standards.
  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.

Important Notes:

Remuneration for this position is performance-based. Aside from the usual sales commission, there is an additional monthly performance bonus for those who meet the targets.

Star Ruby is a growing business unit under Cedar New Business Office (NBO) -- who is among the top producing NBOs in Sun Life, and home of the elite MDRTs and top advisor awardees. Angel Carlos-Gagam currently heads the team.

Cedar NBO is located in Makati. Nonetheless, candidates in other locations (especially within NCR and CALABARZON) are encouraged apply. Qualified candidates will be trained initially here, and may report (upon agreement with superior) to any Sun Life satellite offices once licensed.

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

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
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Ace Building, Rada cor Dela Rosa Sts., Legaspi Village
Financial Services
10 openings

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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.
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