Financial Advisor | mandaluyongSun Life Financial - Evergreen NBO

A Financial Advisor provides expertise for clients' decisions with regards to money matters, personal finances, and investments. Your responsibilities are (but not limited to) the following:
Perform daily prospecting of clients and building of client base
Educate clients on the importance of savings, investments, insurance, education funding and retirement planning.
Help clients plan for their short-medium and long-term goals and recommend the best financial plan that will address these goals.
Participate in personal and professional development assemblies as well as team and branch meetings
Build lasting and valuable relationship with clients
Strong analytical and planning skills
Bachelor's Degree Graduate of Accountancy, Engineering, Business, Finance and other related fields.
Has entrepreneurial mindset
Hardworking
Coachable and willing to be trained and attend learning sessions/seminars
Competitive and goal oriented
Has excellent communication and presentation skills
Must pass the Insurance Commission Licensure Exam
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Other:
Unlimited earning potential
Quarterly and Annual Incentives
Local and International Trips
Invitations to Company and Industry Awards events
Career Growth
Retirement Program
Housing and Auto Loan
Entry Level / Junior, Apprentice Sales and Marketing Financial Services 12 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

Pasig City, Metro Manila
Permanent
Part-time