Sun Life Financial - Evergreen NBO
Sun Life Financial - Evergreen NBO

Sun Life Financial Advisor | SST | Davao  

Sun Life Financial - Evergreen NBO

  • Davao City, Philippines
    Davao City, Davao Region, Philippines
    Davao City
    Davao Region
    Philippines
    Philippines
    TELECOMMUTE
  • Part timePART_TIME

Expired 4 years ago

2020-09-08T06:16:04.051520+00:00
Job closed.

Job Description

A Sun Life Financial Advisor has a primary mission of guiding people in creating their financial road map and achieving this into the future.

Integrity must be highly valued as we are will be involved in helping people achieve financial success.

Dedication is a Must because as a Sun Lifer a Financial Advisor will be Leading Clients Beyond Lifetimes.

This is considered a business and not a career. An Advisor is a Partner of Sun Life in helping Clients Achieve Lifetime Financial Security and Live Healthier Lives.

This can be done Part-Time or Full-Time.

Location of Operation: Financial Advisors can do this even from the comfort of their homes, wherever they are in the Philippines only and via the internet aside from face to face meetings.

Trainings and Meetings are mostly done online now so a good and secured internet connection is an advantage if not Essential.

Prospects and Clients: An Advisor can tap his natural market as his initial prospects and move on to extended families, friends, schoolmates, workmates and very importantly is one must be willing and able to do cold calls.

Primary Functions :

1. Look for Prospects

2. Communicate with Prospects and Clients via, face to face, phone calls, internet messaging, voice over IP and video calls

3. Conduct presentations to clients on topics of personal financial planning like Savings, Investing, Health Planning, Retirement, Income Protection, Business Insurance, and Estate Planning.

4. Close sales that would help clients achieve lifetime financial security.

5. Provide clients continuous support over his lifetime and beyond for the client's family and beneficiaries.

Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Must have Integrity
  • Exhibit an Outgoing Personality
  • Find a Fulfillment in Helping People

Perks and Benefits

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

Required Skills

  • Presentation Skills
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Digital Marketing
  • Needs Analysis
  • Product Positioning
  • Rapport Building

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
Davao City, Davao Region, Philippines
Industry
Financial Services
Vacancy
50 openings

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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).

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