Part-Time | Full-Time | Financial Advisor | Bacoor, Cavite
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
- Bacoor, Philippines7F 45 San Miguel Bldg, San Miguel Ave, San Antonio, Bacoor, CALABARZON, PhilippinesBacoorCALABARZONPhilippinesPhilippinesTELECOMMUTE
- Bán thời gianPART_TIME
Đã hết hạn 2 years ago
2021-11-26T07:16:20.897785+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
- Identify potential clients, contact them, and arrange a meeting for a finanical consultation
- Determine the client's life stage and financial needs
- Work with client in making an inventory of income, expenses, and assets
- Bridge the gap between the client's financial needs and financial standing by recommending investment vehicles
- Conduct periodically a financial needs analysis with client in order to determine remaining gaps and recommend action plans
Trình độ tối thiểu
- Residing in Bacoor, Cavite, or nearby area
- Willing to learn and to be coached
- People person
- Selling experience, not required
Đặc quyền và lợi ích
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Kỹ năng cần thiết
- Empathy
- Rapport Building
- Listening
- Computer Literate / Basic Computer Skills
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
- Often
- Địa chỉ văn phòng
- San Miguel Avenue, Ortigas Center, Pasig City
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 30 vị trí tuyển dụng mới
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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).