Financial Advisor | home-basedSun Life Financial - Evergreen NBO

Salary: Agreement
Work form: Full time
Posting Date: 07/11/2025
Deadline: 04/04/2021

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Main Duties:
Identify the financial needs of the client and provides recommendations
Provide Financial Planning uses accredited tools provided by Sun Life
Asking the right questions to identify expected / current financial challenges
Give recommendations to solve the client's current and future financial needs
Establish a lifetime service to clients and their family
What We Offer:
Flexible working schedule and location
Unlimited earning potential
Performance-based income (Commission-based Monthly and Quarterly bonus)
Travel Incentive
Insurance and subsidized HMO
Rewards and Recognition
Minimum Qualifications
Candidate must possess at least a Bachelor's Degree in any field
Willing to attend Zoom training and seminars on Financial / Insurance Practices
Passionate and committed
Team player
Willing to adapt to change
Strong analytical and planning skills;
Good communication and presentation skills;
Excellent problem-solving skills;
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Entry Level / Junior, Apprentice Sales and Marketing Financial Services 30 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).
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Other Info

Ipil, Zamboanga Sibugay
Permanent
Full-time

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Sun Life Financial - Evergreen NBO


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