Financial Advisor | Angeles City, Pampanga
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
- Full timeFULL_TIME
Job closed.
Job Description
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.
- Relentlessly doing Prospecting activities
- Confidently presents the company and its advocacy of helping Filipinos achieve brighter and healthier lives thru proper Financial Management
- Assess client's financial needs, goals and objectives clearly
- Recommends a sound and concise financial solution to meet the unique financial goals of the clients
- Help clients plan, implement, and patiently provides after sales services in monitoring progress of their plans
Minimum Qualifications
- Residing in Angeles City or nearby areas in Pampanga
- At least 2 years experience in the corporate world
- High value on personal integrity and humility
- Open to be coached and mentored
- With good team spirit and winning attitude
- Motivated and inspired to help people to have a brighter and healthier lives
- Good communication and presentation skills with Entrepreneural Spirit
- Willing to be trained and attend learning seesions/seminars
- Good internet connection & has a laptop/desktop/ipad/tablet
- Commission-based salary
*Part time or full time are welcome!
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Other
- Opportunity to work remotely and or at the comfort of your home as remote/online selling is now allowed ensuring you and your client's safety. This will also allow you to reach and help more people in different parts of the country
- Unlimited Commissions
- Professional Trainings and Seminars
- Monthly, Quarterly Bonuses and Incentives
- Travel Incentives
Required Skills
- Creative Thinking
- Persuasion and Negotiation
- Digital Marketing
- Customer Service
- Communication Skills
- Empathy
- Needs Analysis
Preferred Courses
- Accounting
- Information Technology
- Business Administration
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
- San Miguel Ave, San Antonio
About 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).