Financial Advisor | Tangerine

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

  • Makati, Philippines
    3rd, 3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village, Makati, Metro Manila, Philippines
    Metro Manila
  • 50,000.00 - 100,000.00 PHP / monthPHP50,000.00100,000.0050,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 29 Dec
Recruiter was hiring 10 hours ago

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 Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance

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
Office Address
3F Cedar Branch Ace Bldg, Rada cor Dela Rosa St, Legaspi Village
Financial Services
50 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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