Evergreen New Business Office,  Sycamore Sales Team,  Sun Life of Canada, Philippines, Inc.
Evergreen New Business Office,  Sycamore Sales Team,  Sun Life of Canada, Philippines, Inc.

Financial Advisor | Dagupan & Pangasinan  

Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.

  • Pasig, Philippines
    7F, San Miguel Ave, San Antonio, Pasig, Metro Manila, Philippines
    Pasig
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • Full timeFULL_TIME

Expired 2 years ago

2021-11-26T07:16:20.897785+00:00
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.

Your role requires:

  • • Assessing and reviewing the client's current financial situation
  • • Discussing and explaining the different types of financial services available and that are fit to their needs.
  • • Offering solutions such as money and wealth management, savings and investment, life and health insurance, education and retirement fund, estate planning.
  • Provides after-sales service to clients by reviewing & updating their financial plans

Minimum Qualifications

  • Bachelor's Degree Graduate of any field
  • Owns a laptop or iPad with a stable internet connection for a work from home set-up
  • With high values on integrity & Humility
  • Strong analytical and planning skills
  • Can easily communicate with people
  • Determined, organized and with Winning Attitude
  • Willing to attend trainings and seminars on Financial/Insurance Practices
  • Highly engaging

Perks and Benefits

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Medical / Health InsuranceMedical / Health Insurance
  • Performance BonusPerformance Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime

Other

  • Opportunity to work remotely
  • Unlimited Commissions
  • Professional Trainings and Seminars
  • Monthly, Quarterly Bonuses and Incentives
  • Travel Incentives

Preferred Courses

  • Information Technology
  • Business Administration
  • Hospitality & Tourism

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
Industry
Financial Services
Vacancy
25 openings
Website
https://www.sunlife.com.ph/en/?vgnLocale=en_CA

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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).

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