Financial Advisor| Full-Time

Tree of Life (Sun Life Financial)

  • Makati, Philippines
    116 Gamboa, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
  • Full time
Posted a month ago and deadline of application is on 25 Jun
Recruiter was hiring 2 hours ago

Financial Advisor| Full-Time

Tree of Life (Sun Life Financial)

Job Description

Monitoring

  • Use and update daily the APPR (Advisor’s Production & Progress Report).
  • Monitor daily activities if at par with set target/standard.
  • Report activities through SMS to the Support Staff by Saturday based on APPR.

New Business

  • Triple check accuracy and completeness of application forms.
  • Report submitted applications to the Sales Team Support Staff and to the SSA.
  • Monitor the movement of submitted applications in the New Business and Underwriting Departments.
  • Submit early any additional requirements or request extension if the situation is beyond control to expedite settlement.
  • Safeguard the records of your Clients.
  • Return the Policy Acknowledgement Receipt forms to the Head Office.

Client Servicing

  • Monitor premium duelist and remind Clients of payments due on specific dates.
  • Render excellent service to the Client’s needs.
  • Collect premiums for specific Clients.
  • Greet Clients during their special occasions.

Training

  • Attend all Sales Team, Branch, Cluster, Territory, Company, and Industry activities to be properly equipped and to boost self-confidence.

Recruitment

  • Refer potential Advisors to Direct Manager to help increase MP and to earn a recruitment bonus during new Advisor’s first year.

Minimum Qualifications

If you are up for an exciting year to learn, lead, and deliver results fast then this is the best position for you. Gradually shift your career from just having a routine office job to going out with an entrepreneurial mindset and reaping all the fruits of your hard work.

We are looking for people who possess the following requirements:

  • Graduate of any 4-year course.
  • Ability to learn fast and execute the required output within the given time.
  • Critical and keen on details.
  • Has strong leadership skills and the ability to inspire others.
  • Has an entrepreneurial mindset and a wide network of lives.
  • Has strong organizational, analytical, and problem-solving skills.
  • Proficiency in English and Filipino Language.
  • Preferably has previous leadership experience in any field.

Join the Tree of Life NBO now to enjoy perks such as flexitime, compensation based on commissions, bonuses, group life insurance, career growth, working at your own place, and a retirement plan!

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance

Required Skills

  • Action Planning
  • Customer Service
  • Events Management
  • Networking
  • Communication Skills
  • Organization
  • Collaboration

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Always 
Office Address
116 Gamboa, Makati, Metro Manila, Philippines
Industry
Financial Services
Vacancy
200 openings
Website

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About Tree of Life (Sun Life Financial)

Tree of Life seeks to unleash one's potential to live lives of abundance. It does this by the propagation of financial literacy and helping clients prepare for the future and work towards their dreams through Sun Life Financial's products. Our Team is deeply rooted in our core values of Godliness, Leadership, Unconditional Love, and Excellence. These values are the GLUE that keeps us united and allows us to bear fruit wherever we are planted. We are committed to grow as a Team and be a source of life for Sun Life as it pursues its RISE PH vision. In fact, despite being one of the newest branches in Sun Life, Tree of Life has become one of the fastest growing and leading branches nationwide. If you are up for an exciting year to learn, lead, and deliver results fast then this is the best position for you. Gradually shift your career from just having a routine office job to going out with an entrepreneurial mindset and reaping all the fruits of your hard work.
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