Sun Life Financial Advisor | TEREBINTH Unit | Manila
Sun Life Financial - Evergreen NBO
- Manila, Philippines7/F San Miguel Avenue Bldg., San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines, Manila, Metro Manila, PhilippinesManilaMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job closed.
Job Description
- Keeps himself updated of the new financial solutions and services being offered by the company, and how it can benefit clients
- Identifies prospect clients both individuals, companies and businesses
- Arranges meeting with client for financial consultation
- Identifies financial goals, personal or organizational
- Determines current status of client's finances, and progress in achieving goals
- Develops a financial plan and recommend financial solutions in order to help client achieve the goals.
- Conducts a regular review of financial plan to track progress and make adjustments as necessary.
Minimum Qualifications
- Residing in Manila or nearby area
- Willing to learn
- Good moral character
- Willing to be personally coached and mentored
Perks and Benefits
- Flexitime
- Retirement Benefit Plans
- Performance Bonus
- Medical / Health Insurance
- Life Insurance
Required Skills
- Relationship Management
- Action Planning
- Customer Service
- Communication Skills
- Needs Analysis
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 20 openings
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).