Financial Advisor | Malolos, Bulacan
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
- Bulacan, Philippines7F, San Miguel Ave, San Antonio, Bulacan, Central Luzon, PhilippinesBulacanCentral LuzonPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
Job Description
- Comfortably sets appointments for the identifie prospective clients
- Identifying priority goals of clients, analyze their resources and evaluate their investment options
- Provide clients with professional advice according to their needs and main financial goals. and recommending the most appropriate products and services available.
- Ensures & commits excellent lifetime service to clients
Minimum Qualifications
- At least Bachelor’s Degree in any field
- Willing to attend trainings and seminars on Financial & Insurance Practices
- Flexible and can be mentored
- Highly participative & obedient to work-related tasks
- With Caring & Dedicated Attitude
- Good communication and presentation skills
- Sales and marketing background is a strong advantage
- Owns a laptop or iPad with a stable internet connection for a work from home set up
*Part time or full time!
Perks and Benefits
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Other
- Opportunity to work remotely
- Unlimited Commissions
- Professional Trainings and Seminars
- Monthly, Quarterly Bonuses and Incentives
- Travel Incentives
Required Skills
- Creative Thinking
- Action Planning
- Customer Service
- Communication Skills
- Needs Analysis
- Creativity
- Closing Sales
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
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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).