Sun Life Financial Advisor | TEREBINTH Unit | Manila
Sun Life Financial - Evergreen NBO
- Manila, Philippines7/F San Miguel Avenue Bldg., San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines, Manila, Metro Manila, PhilippinesManilaMetro ManilaPhilippinesPhilippines
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- Keeps himself updated of the new financial solutions and services being offered by the company, and how it can benefit clients
- Identifies prospect clients both individuals, companies and businesses
- Arranges meeting with client for financial consultation
- Identifies financial goals, personal or organizational
- Determines current status of client's finances, and progress in achieving goals
- Develops a financial plan and recommend financial solutions in order to help client achieve the goals.
- Conducts a regular review of financial plan to track progress and make adjustments as necessary.
Trình độ tối thiểu
- Residing in Manila or nearby area
- Willing to learn
- Good moral character
- Willing to be personally coached and mentored
Đặc quyền và lợi ích
- Flexitime
- Retirement Benefit Plans
- Performance Bonus
- Medical / Health Insurance
- Life Insurance
Kỹ năng cần thiết
- Relationship Management
- Action Planning
- Customer Service
- Communication Skills
- Needs Analysis
Tóm tắt công việc
- Trình Độ Công Việc
- Phó Giám Sát/Giám Sát
- 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
- San Miguel Avenue, Ortigas Center, 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).