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

Financial Advisor | Managerial Candidate | San Jose, Occidental Mindoro  

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

 
  • San Jose, Philippines
    San Jose, MIMAROPA, Philippines
    San Jose
    MIMAROPA
    Philippines
    Philippines
    TELECOMMUTE
  • ₱70,000.00 - ₱399,999.00 / month
    PHP
    70000
    399999
    70000
    MONTH
  • Full timeFULL_TIME

Expired 3 years ago

2021-04-29T16:00:00+00:00
Job closed.

Job Description

  • Manage a team of Financial Advisors to meet standards and targets.
  • Provide guidance, motivation and training to align team activities with the mission, vision and values of the company.
  • Monitor team performance and production.
  • Act as a Financial Advisor to help achieve client’s goals through needs-based approach; Offer appropriate Sun Life financial products that answers clients' needs.
  • Educate clients and team on the importance of preparing for old age, disability, death, and sickness (ODDS) to achieve financial security through life insurance.
  • Ensure compliance of team members to the highest ethical standards.
  • Introduce to clients wealth accumulation strategies for education and retirement planning using life insurance and mutual funds.
  • Build and maintain client and advisor bases, keeping current client plans up‐to‐date and prospects new clients/recruits on an on-going basis.
  • Review clients' accounts and plans, at least once a year, to determine economic changes and market performance; and indicate plan readjustment, if needed.
  • Explain all essential provisions of the life insurance contract or mutual fund.
  • Turn over to collectables in trust immediately.
  • Assist in the release of life insurance claims or fund withdrawal to clients.

NOTE:

1) It is mandatory that candidates have stable internet connection (at least 20mbps) and desktop/laptop because Trainings and Meetings are done online 100%.

2) Remuneration for this position is performance-based. Additional monthly performance bonus will be received when certain performance targets are met.

Minimum Qualifications

We are expanding in San Jose, Occidental Mindoro!

Financial Advisors | Managerial Candidates have a strong desire and commitment to develop people and help the Financial Advisors have a meaningful and successful career. The main responsibility is to recruit and create a solid team of Financial Advisors who will promote Sun Life's mission of providing lifetime financial security to Filipinos. The Manager will also train and supervise the members of his business unit.


We share the values of:

  • Commitment - the importance of time and word of honor
  • Involvement - the importance of being with the team
  • Excellence - the drive of being always at the top
  • Genuineness - authentic and sincere in all transactions and the natural passion to help

If these qualities resonates with your personal values, join our growing team and help us touch lives while promoting financial wellness in Mindoro!

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
  • Presentation Skills
  • Persuasion and Negotiation
  • Record Keeping
  • Communication Skills

Preferred Courses

  • Entrepreneurship
  • Psychology
  • Behavioral Sciences and BS Business Management

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
San Jose, MIMAROPA, Philippines
Industry
Financial Services
Vacancy
20 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.

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