Financial Advisor | Home-based

Sun Life Financial - Evergreen NBO

  • Las Piñas, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Las Piñas, Metro Manila, Philippines
    Las Piñas
    Metro Manila
  • 90,000.00 - 120,000.00 PHP / monthPHP90,000.00120,000.0090,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 7 Sep
Recruiter was hiring 2 hours ago

Financial Advisor | Home-based

Sun Life Financial - Evergreen NBO

Job Description

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;

Perks and Benefits

  • Flexitime Flexitime
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Work from Home Work from Home

Required Skills

  • Organizing and Planning
  • Presentation Skills
  • Sales and Marketing Knowledge
  • Financial Analysis
  • Attention to Detail
  • Customer Service
  • Accounting

Preferred Courses

  • Sales and Marketing
  • Business Administration

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Administration and Coordination
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Financial Services
10 openings

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About Sun Life Financial - Evergreen NBO

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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