Financial Advisor | ROYAL OAK UNIT | San Pablo City, Los Banos and Calamba
Sun Life Financial - Evergreen NBO
San Pablo, PH
5d ago

Job Description

  • Generates new business by contacting potential customers and building lasting relationships.
  • Helps a client achieve financial goals by offering diverse range of wealth accumulation and protection products and services to individuals and corporate customers.
  • Conducts Financial Needs Analysis in order to help clients in choosing the plans that suit them.
  • Service clients by identifying risk management strategies, handling renewals and help policyholder settle claims.
  • Seeks to expand reach to advocate financial literacy.
  • Minimum Qualifications

  • Strong analytical and planning skills;
  • Talented and sales-minded professional
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Strong interpersonal and leadership skills
  • Coachable and hardworking
  • Perks and Benefits

  • Work from Home
  • Retirement Benefit Plans
  • Medical / Health Insurance
  • Performance Bonus
  • Life Insurance
  • Flexitime
  • Report this job
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form