Sun Life Financial Advisor | TEREBINTH Unit | Muntinlupa
Sun Life Financial - Evergreen NBO
Muntinlupa, PH
6h ago

Job Description

  • The chosen candidates will represent the top company in the life insurance industry in Alabang and nearby area.
  • Successful candidates will reach out to individuals, businesses and corporations in order to offer financial services of the company
  • The candidate will make an assessment of the financial goals and / or requirements of clients
  • Based on the assessment, the candidate will then provide an advice on the possible solutions that can help clients achieve their financial goals.
  • The candidate will monitor and do regular review of the financial plan of clients and help guide clients towards the fulfillment of their goals.
  • Minimum Qualifications

  • At least 2 years experience
  • Willing to learn
  • Currently residing in Muntinlupa or nearby area
  • Flexitime
  • Retirement Benefit Plans
  • Performance Bonus
  • Medical / Health Insurance
  • Life Insurance
  • Required Skills

  • Customer Service
  • Communication Skills
  • Needs Analysis
  • Rapport Building
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