Financial Advisor | zamboanga citySun Life Financial - Evergreen NBO
Workplace: Zamboanga
Salary: Agreement
Work form: Full time
Posting Date: 07/11/2025
Deadline: 04/04/2021
We are looking for professionals who are goal-driven to join our team of dynamic, hardworking individuals who will help us spread financial literacy among Filipinos. This career offers flexible hours, a lucrative income, encouraging work environment, and a lot of growth opportunities.
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;
Flexitime
Performance Bonus
Work from Home
Retirement Benefit Plans
Life Insurance
Entry Level / Junior, Apprentice Accounting and Finance Financial Services 25 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
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;
Flexitime
Performance Bonus
Work from Home
Retirement Benefit Plans
Life Insurance
Entry Level / Junior, Apprentice Accounting and Finance Financial Services 25 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
Other Info
Zamboanga City, Zamboanga del Sur
Permanent
Full-time
Permanent
Full-time
Submit profile
Sun Life Financial - Evergreen NBO
About the company
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