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
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