Financial Advisor | Dagupan & Pangasinan
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
- Pasig, Philippines7F, San Miguel Ave, San Antonio, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
As a Financial Advisor, you get to meet a lot of people and be able to help them achieve better and healthier lives through financial planning.
Your role requires:
- • Assessing and reviewing the client's current financial situation
- • Discussing and explaining the different types of financial services available and that are fit to their needs.
- • Offering solutions such as money and wealth management, savings and investment, life and health insurance, education and retirement fund, estate planning.
- Provides after-sales service to clients by reviewing & updating their financial plans
Trình độ tối thiểu
- Bachelor's Degree Graduate of any field
- Owns a laptop or iPad with a stable internet connection for a work from home set-up
- With high values on integrity & Humility
- Strong analytical and planning skills
- Can easily communicate with people
- Determined, organized and with Winning Attitude
- Willing to attend trainings and seminars on Financial/Insurance Practices
- Highly engaging
Đặc quyền và lợi ích
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Khác
- Opportunity to work remotely
- Unlimited Commissions
- Professional Trainings and Seminars
- Monthly, Quarterly Bonuses and Incentives
- Travel Incentives
Khóa học ưa thích
- Information Technology
- Business Administration
- Hospitality & Tourism
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 Ave, San Antonio
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 25 vị trí tuyển dụng mới
Về Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
Sun Life of Canada Philippines, Inc. is the first and longest-standing life insurance company in the Philippines since 1895. The company will be celebrating its 126th anniversary this 2021. Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income and net income based on the Philippine Insurance Commission Report
Our Company aims to help clients achieve lifetime financial security and live healthier lives.
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 16th year in existence and has over 120 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).