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.

Sunlife Financial Advisor  

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

  • Pasig, Philippines
    7F, 45 San Miguel Avenue , Pasig, Metro Manila, Philippines
    Pasig
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • Part timePART_TIME

Expired 2 years ago

2021-11-25T16:00:00+00:00
Job closed.

Job Description

As a Sun Life Financial Advisor, you have the opportunity to be a blessing to every Filipino you meet. Sunlife equips you with the knowledge and training on different aspects of financial planning such as :

  • Savings and Investments
  • Income Replacement
  • Retirement Planning
  • Business Insurance
  • Estate Planning

These trainings will enable you to professionally provide your clients information on;

  • How to assess their current financial resources
  • Determine their financial goals in life
  • Assist clients develop a financial plan at the least cost to them
  • Provide potential solutions for clients to chose from.
  • Ensure that clients take action to ensure the execution of their financial plan
  • Regularly monitor and review with the client their plan and recommend revisions to the plan depending on the changes in the clients status.

As a Sunlife Financial Advisor, you will experience financial benefits (commissions, bonuses, prizes, all expenses paid domestic and international travels), recognition, security and growth, a lot of business potential and quality work-life balance- as you are free with how you would manage your time. With us, you decide how much work you do and how much you want to earn.

Provincial applicants have the option to operate in their respective areas.

Minimum Qualifications

  • Mature and Responsible
  • Graduating or College graduate
  • With work experience or demonstrates an entrepreneurial inclination - owns or owned a business
  • Communicates well & Energetic
  • Aggressive and possesses great interpersonal skills – relates very well with people
  • Active in social / community / business organizations
  • With the following COMPETENCIES (asseses through the interview), Enterprising, Achievement-oriented, People-oriented, Integrity
  • Have the desire and passion to help educate people manage their finances and their wealth
  • Willing to undergo training on financial planning, retirement planning and estate planning
  • MUST provide a personal statement " Why I should accept you to train and become a Sunlife Financial Advisor "

Note that this position does not provide a salary. Your earnings will only be thru COMMISSIONS. BUT will be UNLIMITED and will depend on your skills and the effort you put into helping educate, inform and help Filipinos plan and manage their resources and finances.

Perks and Benefits

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

Other

  • Commissions
  • Bonuses
  • Gift Certificates
  • Provident Fund
  • Local and International Travels

Required Skills

  • Organizing and Planning
  • Social Perceptiveness
  • Presentation Skills
  • Persuasion and Negotiation
  • Training Facilitation
  • Action Planning
  • Sales and Marketing Knowledge

Preferred Courses

  • Business Administration
  • Marketing
  • Economics & Public Administration

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
45 San Miguel, 45 San Miguel Ave, San Antonio, Pasig, Metro Manila, Philippines
Industry
Financial Services
Vacancy
30 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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