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July 18 2019     EnglishEnglish    SpanishSpanish

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Job Opportunity: Financial Advisor:

Job description:

Use and update everyday the APPR (Advisor's Production & Progress Report).
Monitor everyday activities if at par with set target/standard.
Report activities through SMS to the Support Staff by Saturday located on APPR.
Triple check accuracy and completeness of application forms.
Report submitted applications to the Sales Team Support Staff and to the SSA.
Monitor movement of submitted applications in the New Business & Underwriting Departments.
Submit early any additional requirements or request extension if the situation is beyond control to expedite settlement.
Safeguard the records of your Clients.
Return the Policy Acexpertisement Receipt forms to the Head Office.
Monitor premium duelist and remind Clients of payments due on specific dates.
Render excellent service to Client's needs
Collect premiums for specific Clients.
Greet Clients during their special occasions
Attend ALL Sales Team, Branch, Cluster, Territory, Company, and Industry activities to be properly equipped and to boost self- confidence.
Refer potential Advisors to Direct Manager to help increase MP and to gain a recruitment bonus during new Advisor's first year.

If you are up for an exciting year to learn, lead, and deliver results fast then this is the best position for you. Gradually shift your career from just having a routine office job to going out with an entrepreneurial mindset and reaping all the fruits of your hard work.
We are seeking for people who possess the following Requirements:
Graduate of any 4-year course.
Able to lgain fast and execute required output within the given time.
Critical and keen to details.
Has strong leadership abilities expertise and capability to inspire others.
Has an entrepreneurial mindset and wide network of lives.
Has strong organizational, analytical, and problem-solving expertise.
Proficient in English and Filipino Language.
Preferably has previous leadership abilities practice in any field.
Join the Tree of Life NBO now to enjoy perks such as flexitime, compensation located on commissions, bonuses, group life insurance, career growth, working at your own place, and a retirement plan!


The Company

Company Name
   . Sun Life Financial (Tree of Life NBO)

Job Details

Job Location
   . Philippines


Job Category: Other [ View All Other Jobs ]
Language requirements:
Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Other
Company Type Employer
Post Date: 07/13/2019 / Viewed 8 times
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