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Financial Advisor | San Pablo

Financial Advisor | San Pablo
Company:

Sun Life Financial - Evergreen Nbo



Job Function:

Sales

Details of the offer

As a Financial Advisor, you will make a positive difference by helping people become financially secure, achieve their dreams and goals in life.

- Acquire individual and corporate clients
- Identify client's financial goals and assist them in selecting appropriate insurance and investment to align on their needs
- Performs prospecting and presentation of solutions to clients

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).


Source: Bebee2

Job Function:

Requirements


Knowledges:
Financial Advisor | San Pablo
Company:

Sun Life Financial - Evergreen Nbo



Job Function:

Sales

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