Sun Life Financial Advisor GO Sales Team
Sun Life Financial - Evergreen NBO
- Pasig, Philippines7th Floor, 45 San Miguel Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippines
- Bán thời gianPART_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- Attend regularly trainings on products and job skills
- Assess the current financial resources of clients
- Determine the clients' financial goals in life
- Develop a cost effective financial plan for clients
- Recommend potential solutions for clients to chose from.
- Provide guidance in the execution of the client's financial plan
- Regularly monitor and review client's financial plan
- Recommend revisions to financial plan depending on the changes in the client's status.
Trình độ tối thiểu
- Preferably at least 2 years of work experience
- Preferably residing in Metro Manila
- Willing to learn
- Sales experience not necessary
Đặc quyền và lợi ích
- Flexitime
- Retirement Benefit Plans
- Performance Bonus
- Medical / Health Insurance
- Life Insurance
Kỹ năng cần thiết
- Continuous Learning
- Interpersonal Skills
- Customer Service
- Problem Solving
- Communication Skills
- Needs Analysis
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Always
- Địa chỉ văn phòng
- 45 San Miguel Ave, San Antonio, Pasig, Metro Manila, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 20 vị trí tuyển dụng mới
Về Sun Life Financial - Evergreen NBO
Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. Currently celebrating its 125th year anniversary, Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income as reported by the Insurance Commission.
Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives.
In doing so, 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 15th year in existence and has over 150 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).