Evergreen New Business Office,  Sycamore Sales Team,  Sun Life of Canada, Philippines, Inc.

Part-Time Financial Advisor | Metro Manila  

Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.

  • Pasig, Philippines
    7F, San Miguel Ave, San Antonio, Pasig, Metro Manila, Philippines
    Pasig
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • ₱45,000.00 - ₱80,000.00 / month
    PHP
    45,000
    80,000
    45,000
    MONTH
  • Part timePART_TIME

Posted a month ago and deadline of application is on 23 Nov

Recruiter was hiring 20 hours ago

Job Description

As a Financial Advisor, you get to meet a lot of people and be able to help them achieve better and healthier lives through financial planning.

You will undergo series of training that will equip you to be the best in the industry. This will enable you to perform the following:

  • Client Prospecting
  • Assessing and reviewing the client's current financial situation, to be able to present an appropriate financial plan.
  • Discussing and explaining the different types of financial services available and that are fit to their needs.
  • Offering solutions such as money and wealth management, savings and investment, life and health insurance, education and retirement fund, estate planning.
  • Consistently and continuously monitoring the client's financial status to ensure that their short and long-term goals are achieved.

All these can be done at the comfort of your home as remote/online selling is now allowed ensuring you and your client's safety. This will also allow you to reach and help more people in different parts of the country.

Minimum Qualifications

Join our team and take part in our mission of empowering every Filipino family through financial literacy so they can have better and healthier lives.

Candidate must possess the following:

  • At least a Bachelor's/College Degree
  • Goal-driven and Hardworking
  • Has a strong desire for professional and personal growth
  • Owns a laptop or iPad with a stable internet connection for a work from home set-up
  • Willing to attend training and meetings (online or face to face)
  • Has strong analytical and planning skills
  • Has good communication and presentation skills
  • Preferably 1-3 years work experience in any field but sales and marketing background is an advantage

*We only entertain and accept serious and responsive applicants

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

Other

  • Monthly Bonuses
  • Unit, Branch and Company Performance Incentives
  • Local and International Travel Incentive

Licenses and Certifications

  • Insurance Agent License

Preferred Courses

  • Hotel, Restaurant & Institution Management [Tourism Management Track]
  • sales and marketing
  • Information Technology

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
San Miguel Ave, San Antonio

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About Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.

Sun Life of Canada Philippines, Inc. is the first and longest-standing life insurance company in the Philippines since 1895. The company will be celebrating its 126th anniversary this 2021. Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income and net income based on the Philippine Insurance Commission Report Our Company aims to help clients achieve lifetime financial security and live healthier lives. We are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world. Evergreen NBO is now on its 16th year in existence and has over 120 agency sales force. The branch's strength lies in its focus on training, and has since successfully produced several Million Dollar Round Table (MDRT), International Quality Awardees (IQA), Leaders' Conference, and Macaulay Club qualifiers. It's Management Team has distinguished themselves in qualifying in Sun Life's Management Elite group: Triple A awards, General Agency Management Association (GAMA) International: International Management Award (IMA) Platinum (for the branch) and GAMA Front-line Leader Award (FLA) (Unit Manager level).
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.https://rec-data.kalibrr.com/www.kalibrr.com/logos/2SHCFERQ7BBXKL8NTF42RNWXUCVXGK75H4R3AN35-60adb9cc.jpgSun Life of Canada Philippines, Inc. is the first and longest-standing life insurance company in the Philippines since 1895. The company will be celebrating its 126th anniversary this 2021. Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income and net income based on the Philippine Insurance Commission Report Our Company aims to help clients achieve lifetime financial security and live healthier lives. We are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world. Evergreen NBO is now on its 16th year in existence and has over 120 agency sales force. The branch's strength lies in its focus on training, and has since successfully produced several Million Dollar Round Table (MDRT), International Quality Awardees (IQA), Leaders' Conference, and Macaulay Club qualifiers. It's Management Team has distinguished themselves in qualifying in Sun Life's Management Elite group: Triple A awards, General Agency Management Association (GAMA) International: International Management Award (IMA) Platinum (for the branch) and GAMA Front-line Leader Award (FLA) (Unit Manager level).

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