Financial Advisor | Tangerine
Sun Life of Canada Philippines, Inc. (Cedar Branch)
- Makati, Philippines3rd, 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱50,000.00 - ₱100,000.00 / monthPHP5000010000050000MONTH
- Full timeFULL_TIME
Job closed.
Job Description
- Regular prospecting for prospects
- Approach prospects for appointments
- Meet at least 2 people a day for sales presentation
- Book at least 2 companies a month for a financial planning seminar
- Submit 2-3 applications a month
- Attend to clients’ underwriting needs
- Service clients on their policy needs and requirements
- Update clients on current products and services
- Attend training of Sunlife to enhance knowledge, skills
Minimum Qualifications
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
- Knowledgeable in computers and other gadgets
- Good people skills
- Willing to be trained and a fast learner
- Patient and a good listener
- Enjoys being with people, a team player
- Achievement-oriented
- Selling experience of at least 1 year
Perks and Benefits
- Flexitime
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Life Insurance
Other
Monthly plan B Bonus, depending on production
Quarterly incentives from the company, from the branch and from the unit
Travel incentives, local and international destinations
Macaulay Club, MDRT, Leaders Conference, IQA awards
Licenses and Certifications
- Insurance Agent License
Preferred Courses
- Accountancy
- Business Administration & Accountancy
- Creative Writing
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
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.