Part-Time | Full-Time | Financial Advisor | Santa Rosa, Laguna
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
- Santa Rosa, Philippines7F 45 San Miguel Bldg, San Miguel Ave, San Antonio, Santa Rosa, CALABARZON, PhilippinesSanta RosaCALABARZONPhilippinesPhilippinesTELECOMMUTE
- Part timePART_TIME
Job closed.
Job Description
- Contact prospect clients and set appointments, online or face-to-face
- Identify dreams and financial goals of clients
- Determine financial standing of client
- Recommend financial solutions that will help achieve the client's dreams/goals.
- Assist clients in tracking the progress of the dreams/goals, and provide services as necessary
Minimum Qualifications
- Residing in Santa Rosa Laguna, or nearby area
- Willing to meet people
- Willing to be coached and mentored
- Sales experience, not necessary
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Required Skills
- Interpersonal Skills
- Customer Service
- Computer Literacy / Basic Computer Skills
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 Miguel Avenue, Ortigas Center, Pasig City
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).