Sun Life Financial Advisor

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Responsibilities

REPORTS DIRECTLY TO BRANCH MANAGER

 

WHAT WE OFFER:

  • Monthly Performance-Based Income (Commission-Based)
  • Performance-Based Bonuses including:
    • Monthly Cash Bonus
    • Quarterly Cash Bonus

 

RESPONSIBILITIES

  • Subscribes to Vision, Mission, and Values of the Company.
  • Represents Sun Life Financial within limits of authority defined in the Sun Life Agent’s Agreement.
  • Performs all activities within the parameters of the law and the Field Code of Market Conduct.
  • Performs all production activities at a level determined by the Company using only company’s generated, produced Sales Aids, Sales materials, etc
  • Participates in Sun Life training programs to gain the skills and technical expertise needed to sell Sun Life products.
  • Sets personal production and persistency goals at a level commensurate with NBO norms and Company minimum standards.
  • Exhibits a professional image within the branch, demonstrating a positive attitude, a sense of NBO and company loyalty, as well as personal and professional growth.

 

MAIN DUTIES:

  • Identify the financial needs of clients and provide recommendation/s thru:
    • Proper financial planning using accredited tools provided by the company
    •  Asking the right questions to identify expected / current financial challenges
  • Provide recommendations to solve client's current and future financial needs
  • Provide a life-time service to clients and their family.

 

 

 

Requirements

  • Candidate must possess at least a Bachelor's/College Degree on any course.
  • Preferably Junior Associate (1-4 yrs experience) specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.
  • Required language(s): English, Filipino.

Additional Requirements

BASIC REQUIREMENTS:

  • Candidate must possess at least Bachelor's/College Degree in any field.
  • Must be willing to do field work.
  • Must be willing to attend trainings and seminars on Financial / Insurance Practices

Additional Information

  • Location: Pasay City, NCR.
  • Full Time position(s) are available.
  • Number of vacancies: 10.