Financial Advisor- CASHEW UNIT/Mandaluyong City
Sun Life Financial - Evergreen NBO
- Pasig, Philippines7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job closed.
Job Description
- Provides clients with professional advice on financial management.
- Ensuring that clients are aware of products suitable for their unique financial goals
- Ensures after sales service by updating clients and evaluating their existing policies and future needs.
Minimum Qualifications
- Residing in Mandaluyong or nearby areas
- At least 2 years in corporate world
- High values on Integrity and Humility
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent in rapport building
- Dedicated, organized, and with high team spirit
- With good internet connection and has laptop/desktop
Perks and Benefits
- Flexitime
- Performance Bonus
- Retirement Benefit Plans
- Medical / Health Insurance
- Life Insurance
Required Skills
- Relationship Management
- Persuasion and Negotiation
- Time Management
- Problem Solving
- Communication Skills
- Empathy
- Planning
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 50 openings
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).