Sun Life Advisor
Sun Life Financial - Diamond Tree NBO
- Mandaluyong, PhilippinesEDSA Central Ave, Highway Hills, Mandaluyong, NCR, PhilippinesMandaluyongNCRPhilippinesPhilippinesTELECOMMUTE
- ₱15,000.00 - ₱150,000.00 / monthPHP1500015000015000MONTH
- Full timeFULL_TIME
Job closed.
Job Description
- Client sourcing and prospecting.
- Assess clients' financial needs and goals;
- Set achievable financial goals;
- Develop a realistic and holistic plan to meet those client's goals;
- Monitor investment plans regularly;
- Prepare financial plans and check their accuracy;
- Respond to prospective customer queries about financial planning;
Minimum Qualifications
- Candidate must possess at least a Bachelor's/College Degree;
- Preferably at least 2 years work experience in any industry;
- Systematic and flexible;
- Good communication and interpersonal skills;
- Capable of attending blended meetings for both virtual and face-to-face.
- Must have a stable internet, laptop or ipad devices.
Perks and Benefits
Work from Home
Retirement Benefit Plans
Stock Options
Housing
Medical / Health Insurance
Employee Discounts
Performance Bonus
Recruitment / Signing Bonus
Life Insurance
Flexitime
Other
- Work from anywhere (with ISO offices all over the Philippines)
- Super flexible working hours;
- Unlimited Income Potential;
- Monthly Performance Bonus.
- Free Local and International Travels;
- Structured Training Programs;
- Personal Development Workshops;
- Financial Advisor Development (Professional Advisor Path/ Career Management Path);
- Industry Accreditations (RFP, CWP, AFP, ChFP, etc);
- Target based incentives (Gadget, trips, gift certificates, fine dining, etc);
- Rewards and recognition like no other;
Required Skills
- Organizing and Planning
- Presentation Skills
- Interpersonal Skills
- Problem Solving
- Critical Thinking
- Product Positioning
- Rapport Building
Preferred Courses
- Engineer
- Finance
- Hotel, Restaurant & Institution Management [Hospitality Management Track]
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Management and Consultancy
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Greenfield District Central Park, EDSA Central Ave, 1554 Mandaluyong, Philippines
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About Sun Life Financial - Diamond Tree NBO
Established in 1965, Sun Life Financial is one of the largest and oldest international life insurance companies in the world. Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life. To date, the company has grown to over 70 branches nationwide.
The Diamond Tree Branch is a stronghold of new and seasoned financial advisors working together to serve our clients as we strive to make Sun Life the best insurance and asset management company in the country. Our branch is home to leaders and top performers within the company and across the entire industry, even attaining prestigious MDRT and GAMA memberships, recognized on both local and international levels.
In harmony with Sun Life’s goal of becoming a “Partner for Life” to our clients, we at Diamond Tree Branch seek to fulfill this through the realization of our mission - to develop leaders, and to transform lives.
Join us, and become a part of the revolution for a brighter life.