Sun Life Financial Advisor | TEREBINTH Unit | Dasmarinas, Cavite
Sun Life Financial - Evergreen NBO
Dasmariñas, PH
5d ago

Job Description

  • Identify prospects that would benefit in availing the company's products and services
  • Set appointments with clients in order to perform a financial assessment
  • Conducts fact-finding exercises in order to understand clients' financial status
  • Make assessments of clients' financial needs and determine priorities
  • Bridge gaps between financial status and financial needs of clients
  • Minimum Qualifications

  • At least 1 year experience
  • Willing to learn about insurance and investments
  • Currently residing in Dasmarinas, Cavite or nearby area
  • Flexitime
  • Retirement Benefit Plans
  • Performance Bonus
  • Medical / Health Insurance
  • Life Insurance
  • Required Skills

  • Organizing and Planning
  • Problem Solving
  • Communication Skills
  • Probing
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