Sun Life Financial Advisor | CASHEW Unit | Caloocan City
Sun Life Financial - Evergreen NBO
- Caloocan, Philippines7/F San Miguel Avenue Bldg., San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines, Caloocan, NCR, PhilippinesCaloocanNCRPhilippinesPhilippinesTELECOMMUTE
- Toàn thời gianFULL_TIME
Đã hết hạn 4 years ago
2020-09-07T16:00:00+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
- Identifies list of prospects to approach for a financial consultation
- Comfortably contact clients in order to set appointments for sales presentation meeting
- Conducts a financial consultation with client in order to determine priority goals and assesses their financial needs
- Recommends sound advice to clients on available investment vehicles that can help achieve his/her financial goals
- Provide after sales service to clients and updates them regularly
Trình độ tối thiểu
- Residing in Caloocan and nearby area
- With high values on Integrity and Humility
- At least 2 years experience in the corporate world
- WIlling to learn about financial management and its importance
- Can easily communicate with people
- Determined, dedicated and passionate in his/her work
Đặc quyền và lợi ích
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Kỹ năng cần thiết
- Presentation Skills
- Customer Service
- Communication Skills
- Empathy
- Rapport Building
- Computer Literate / Basic Computer Skills
- Public Relations (PR)
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
- 30 vị trí tuyển dụng mới
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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).