finance advisor | Remote Work, philippinesSun Life Financial - Evergreen NBO

Proactive approach in asking thoughtful financial questions, engage with clients and create positive experiences to retain and deepen relationships
Play a key role in educating and advising clients and providing high-level financial insights and solutions from a wide range of available insurance, investment and wealth product solutions.
Building our clients' comprehensive plans using a holistic approach to help them achieve their goals
Nurturing strong, long-standing relationships with clients
Graduate with Colllege diploma in related field.
1 year relevant experience ( Please note that other combinations of qualifications and relevant experience may be considered )
A self-initiator with strong organizational, planning and time management skills
Good communication and presentation skills;
Excellent problem-solving skills;
Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc
Flexitime
Work from Home
Performance Bonus
Medical / Health Insurance
Life Insurance
Associate / Supervisor Education and Training Financial Services 5 openings Bachelor's degree graduate
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).
Kalibrr

Manila City, Metro Manila
Permanent
Part-time