Sun Life Financial Advisor | CASHEW Unit | Caloocan City

Sun Life Financial - Evergreen NBO

  • Caloocan, Philippines
    7/F San Miguel Avenue Bldg., San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines, Caloocan, NCR, Philippines
  • Full time
Posted 2 days ago and deadline of application is on 31 Aug
Recruiter was hiring 18 minutes ago

Sun Life Financial Advisor | CASHEW Unit | Caloocan City

Sun Life Financial - Evergreen NBO

Job Description

  • Identifies list of prospects to approach for a financial consultation
  • Comfortably contact clients in order to set appointments for sales presentation meeting
  • Conducts a financial consultation with client in order to determine priority goals and assesses their financial needs
  • Recommends sound advice to clients on available investment vehicles that can help achieve his/her financial goals
  • Provide after sales service to clients and updates them regularly

Minimum Qualifications

  • Residing in Caloocan and nearby area
  • With high values on Integrity and Humility
  • At least 2 years experience in the corporate world
  • WIlling to learn about financial management and its importance
  • Can easily communicate with people
  • Determined, dedicated and passionate in his/her work

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus

Required Skills

  • Presentation Skills
  • Customer Service
  • Communication Skills
  • Empathy
  • Rapport Building
  • Computer Literate / Basic Computer Skills
  • Public Relations (PR)

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
San Miguel Avenue, Ortigas Center, Pasig, Metro Manila, Philippines
Financial Services
30 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).
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