Financial Advisor

Sun Life Philippines; Lucena; Híbrido; EUR 15.000 - 25.000; A tiempo parcial

Descripción de la vacante

A leading global financial services company is looking for a part-time Financial Advisor in Lucena, Spain. The role involves providing financial planning and guidance, recommending life insurance and investment products, and delivering exceptional client services. Flexibility with hybrid work options is available.

Formación

• Experience in sales is an edge.

Responsabilidades

• Provide financial planning and guidance.
• Offer life insurance products.
• Recommend investment products.
• Provide exceptional client servicing.

Conocimientos

Coachable

Knowledge of Investments

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Ability to work independently and in a team

Descripción del empleo

Company Description

Sun Life is a leading global financial services company offering insurance, retirement, and investment products and services. In the Philippines, we provide a diverse range of solutions to help Filipinos achieve a brighter life through financial planning, life insurance, investments, and health-focused products.

Role Description

This is a part-time hybrid role for a Financial Advisor located in Lucena with the option for some work from home. The Financial Advisor will provide financial planning and guidance, offer life insurance products, recommend investment products, and provide exceptional client servicing.

Qualifications

• Coachable
• Experience in sales is an edge
• Knowledge of Investments
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a team