Financial Advisor | Tarlac City
Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
- Tarlac City, Philippines7F, San Miguel Ave, San Antonio, Tarlac City, Central Luzon, PhilippinesTarlac CityCentral LuzonPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Expired 3 years ago
2021-11-26T07:16:20.897785+00:00Job closed.
Job Description
- Identify potential clients, contact them, and arrange a meeting for a finanical planning consultation
- Must be able to contact these prospects in anyway they can including use of social media
- Determine the client's life stage , financial needs & goals, which can be done by providing relevant financial advice and guiding their clients have a better understanding of the concepts of Savings, Investing, Protection, Preservation and Conservation.
- Would be able to conduct Personal Financial Fitness Presentation for Individuals and small groups
- Proper assessment of clients' current financial status, income, expenses & assests
- Addresses client's financial needs and goals by recommending investment vehicles
- Must conduct clients' review of their financial plan as after-sales service, thereby maintaining an excellent client service
- Familiarity with social media marketing is an advantage
***Every Advisors will be evaluated, guided and assisted when he starts out to meet his prospects.
Minimum Qualifications
- Residing in Tarlac City, or nearby areas
- With caring attitude & very inspiring
- Demonstrate Professionalism & patience with clients & colleagues
- Expresses A Winning Attitude
- Willing to learn and to be coached
- Willing to meet people on a regular basis
- Must have a laptop or iPad (6th Gen or higher model)
- Must have a stable internet connection
**Part-time & Full time
Perks and Benefits
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Required Skills
- Creative Thinking
- Analyzing Data
- Digital Marketing
- Customer Service
- Communication Skills
- Collaboration
- Decision-Making
Preferred Courses
- Advertising & Public Relations
- Business Administration
- Information Technology
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
- San Miguel Ave, San Antonio
Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.
About Evergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.
Sun Life of Canada Philippines, Inc. is the first and longest-standing life insurance company in the Philippines since 1895. The company will be celebrating its 126th anniversary this 2021. Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income and net income based on the Philippine Insurance Commission Report
Our Company aims to help clients achieve lifetime financial security and live healthier lives.
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 16th year in existence and has over 120 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).