Financial Advisor | REED UNIT | Cavite
Sun Life Financial - Evergreen NBO
- Imus, Philippines7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, Aguinaldo Highway, Salitran, Dasmariñas, Cavite, Philippines, Imus, Cavite, PhilippinesImusCavitePhilippinesPhilippinesTELECOMMUTE
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- Financial advisors advise clients on investments, taxes, estate planning, insurance, mortgages and retirement.
- Talks to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to develop a financial plan.
- Manages and updates client's portfolios.
- Builds and maintains client base.
Trình độ tối thiểu
- College graduate
- Basic math and computer skills
- Team player
- Residing in Cavite 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
- Relationship Management
- Presentation Skills
- Customer Service
- Time Management
- Interviewing
- Empathy
- Listening
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
- Aguinaldo Highway, Barrio Anabu 1-B
- 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).