Sun Life Financial Advisor GO Sales Team
Sun Life Financial - Evergreen NBO
- Pasig, Philippines7th Floor, 45 San Miguel Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippines
- Part timePART_TIME
Expired 2 years ago
2022-09-07T16:00:00+00:00Job closed.
Job Description
- Attend regularly trainings on products and job skills
- Assess the current financial resources of clients
- Determine the clients' financial goals in life
- Develop a cost effective financial plan for clients
- Recommend potential solutions for clients to chose from.
- Provide guidance in the execution of the client's financial plan
- Regularly monitor and review client's financial plan
- Recommend revisions to financial plan depending on the changes in the client's status.
Minimum Qualifications
- Preferably at least 2 years of work experience
- Preferably residing in Metro Manila
- Willing to learn
- Sales experience not necessary
Perks and Benefits
Flexitime
Retirement Benefit Plans
Performance Bonus
Medical / Health Insurance
Life Insurance
Required Skills
- Continuous Learning
- Interpersonal Skills
- Customer Service
- Problem Solving
- Communication Skills
- Needs Analysis
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- 45 San Miguel Ave, San Antonio, Pasig, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 20 openings
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About 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).