Job Satisfaction at Millennium Dragon NBO, Sun Life of Canada (Philippines), Inc.

Prospecting Product Presentation

Everyday I check my emails to get updates of my client’s applications and to be inform with the announcement from the HO. I do prospecting, setting appointments and sales presentations. I also do cater the needs/inquiries of my clients.

Prospecting on mornings and trainings

I do prospect seeking. On the spot presentation to clients. From prospecting, selling, account opening and post sales activities(taking care of the clients)

It's a very fulfilling role to secure and protect people everyday, helping them achieve their financial goals. :)

I always connect with people to educate about financial literacy.

Financial planning sessions with clients

self fulfilling

Prospecting, meeting and servicing clients

Sell insurance and assist client's needs

talking to clients, hearing their stories which I can also learn on to. Updates on their policy.

I do prospecting, client meetings and client servicing.

Working anytime