INSURANCE ADVISER

₱30,000.00

SUN LIFE GREPA FINANCIAL, INC.
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SAN PABLO CITY, LAGUNA
HIGH SCHOOL GRADUATE
Work from home/online job

Job Description

Posted on 19 March 2024
  • Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of sales.
  • Proactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basis
  • Conducts needs-based interviews to clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goals
  • Analyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client’s needs
  • Provides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decision
  • Ensures customer’s complete understanding of their major financial decision and discusses their full responsibility over the plan
  • Assists clients on any plan-related transactions and gives prompt and accurate response to client’s inquiries
  • Must be willing to learn and adapt to the ever changing financial needs of clients
  • Meets the key performance indicators specified by the company including production and persistency

Qualifications/Requirements

  • College graduate of any 4 year course (Undergrads are also welcome to apply)
  • Sales background is a plus, but NOT necessary
  • Full-time / Part-Time Advisors are welcome
  • Willing to be trained online and take the Insurance Commission (IC) examination

Work location

SAN PABLO CITY, LAGUNA

Remarks

No additional remarks

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About the company

Sun Life GREPA Financial, Inc. (SLGFI) is a joint venture company born out of the cooperation between GPL Holdings, Inc. (a member of the Yuchengco Group of Companies) and Sun Life Financial Philippine Holding Company, Inc. (a member of the Sun Life Financial Group). A product of the union of dis...

Industry

FINANCIAL INTERMEDIATION

Employment size

200 and over (Large)

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