Financial Advisor | GO | Calamba, Laguna
Sun Life Financial - Evergreen NBO
- Calamba, Philippines7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Calamba, CALABARZON, PhilippinesCalambaCALABARZONPhilippinesPhilippinesTELECOMMUTE
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- Meet with clients in person to discuss their financial goals;
- Educate clients and answer questions about investment options and potential risks;
- Research investment opportunities;
- Help clients plan for specific circumstances, such as education expenses or retirement
Trình độ tối thiểu
- Graduate of any four-year course
- At least 2 years of work experience
- Proficient in Mac OS/ Microsoft office
- Can work remotely
- Residing in Laguna
- Willing to learn and to be mentored
Đặc quyền và lợi ích
- Flexitime
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Life Insurance
Kỹ năng cần thiết
- Relationship Management
- Persuasion and Negotiation
- Digital Marketing
- Communication Skills
- Interviewing
- Empathy
- Listening
Khóa học ưa thích
- Education
- Entrepreneurship
- Accountancy
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
- San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 8 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).