Sun Life Financial Advisor | Rizal Province
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
- Antipolo, Philippines7F, San Miguel Ave, San Antonio, Antipolo, CALABARZON, PhilippinesAntipoloCALABARZONPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Expired 2 years ago
2021-11-26T07:16:20.897785+00:00Job closed.
Job Description
As a Sun Life Financial Advisor, you have the opportunity to be a blessing to every Filipino you meet. Sun Life equips you with the knowledge and training on different aspects of financial planning such as :
- Savings and Investments
- Income Replacement
- Health Protection
- Education Planning
- Retirement Planning
- Business Insurance
- Estate Planning
These trainings will enable you to professionally provide your clients information on;
- How to assess their current financial resources
- Determine their financial goals in life
- Assist clients develop a financial plan at the least cost to them
- Provide potential solutions for clients to chose from.
- Ensure that clients take action to ensure the execution of their financial plan
- Regularly monitor and review with the client their plan and recommend revisions to the plan depending on the changes in the clients status.
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Passionate in Teaching
- With background on and willing to help people learn Financial Literacy
- Residing in Rizal Province
Perks and Benefits
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Required Skills
- Relationship Management
- Presentation Skills
- Sales and Marketing Knowledge
- Social Media Management
- Probing
- Rapport Building
- Storytelling
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- 45 San Miguel Bldg, San Miguel Ave, San Antonio, Pasig 1605, Philippines
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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).