Financial Advisor | Muntinlupa
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
- Pasig, Philippines7F, San Miguel Ave, San Antonio, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
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.
- The chosen candidates will represent the top company in the life insurance industry in Alabang and nearby area.
- Successful candidates will reach out to individuals, businesses and corporations in order to offer financial services of the company
- The candidate will make an assessment of the unique financial goals and needs of clients
- Based on the assessment, the candidate will then provide an advice on the possible solutions in achieving clients' dream and goals
- The candidate will do after-sales service by monitoring and do regular review of the financial plan of clients
Minimum Qualifications
- At least 2 years experience
- Willing to learn, coachable
- Willing to attend trainings and seminars on Financial/Insurance Practices
- Currently residing in Muntinlupa or nearby area
- Poeple person, can easily get along with others
- Good moral character, with high value in Integrity and Humility
- Owns a laptop or iPad with a stable internet connection for a work from home
*Part time or full time are welcome!
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Other
You can do all these 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.
- Opportunity to work remotely
- Unlimited Commissions
- Professional Trainings and Seminars
- Monthly, Quarterly Bonuses and Incentives
- Travel Incentives
Required Skills
- Presentation Skills
- Customer Service
- Communication Skills
- Empathy
- Needs Analysis
- Creativity
- Decision-Making
Preferred Courses
- Information Technology
- Business Administration
- Communication Arts and BS Marketing Management
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
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).