Sun Life Financial Advisor | GO I Meycauayan, Bulacan
Sun Life Financial - Evergreen NBO
- Meycauayan, Philippines7/F 45 San Miguel Bldg, San Miguel Avenue , Meycauayan, Central Luzon, PhilippinesMeycauayanCentral LuzonPhilippinesPhilippinesTELECOMMUTE
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- Set appointments with prospects for financial consultation, or with existing clients for financial plan review
- Uncovers financial goals of clients and determines priorities
- Makes an assessment of the financial standing of the prospect
- Develops a financial roadmap for the client to achieve his financial goals
- Recommends a financial solution that would fit the financial plan of the client
- Performs a regular review of the progress of the client's financial plan
Trình độ tối thiểu
- At least 1 year experience
- Willing to learn
- Currently residing in Meycauayan, Bulacan or nearby area
Đặc quyền và lợi ích
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Kỹ năng cần thiết
- Customer Service
- Communication Skills
- Empathy
- Listening
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).