Part-Time | Full-Time | Financial Advisor | Antipolo, Rizal
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
- Antipolo, Philippines7F 45 San Miguel Bldg, San Miguel Ave, San Antonio, Antipolo, CALABARZON, PhilippinesAntipoloCALABARZONPhilippinesPhilippinesTELECOMMUTE
- Part timePART_TIME
Expired 2 years ago
2021-11-26T07:16:20.897785+00:00Job closed.
Job Description
- Set appointments with potential clients for personal financial planning exercise
- Conduct a financial needs analysis with the client and set priorities
- Identify gaps between financial standing of client and his/her financial goals
- Recommend financial solutions that will help bridge the identified gaps between client's financial standing and financial goals
- Work with client on a periodic basis to monitor the progress of the client's roadmap in achieving his/her financial goals
Minimum Qualifications
- Residing in Antipolo Rizal, or nearby area
- Must have a laptop or iPad (6th Gen or higher model)
- Must have a stable internet connection
- Willing to learn new knowledge/skills through trainings, coaching sessions, team meetings, company events
- Comfortable meeting new people
- 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
- Listening
- 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
Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.
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).