Financial Advisor

Sun Life Philippines; Manila; Vor Ort; PHP 300.000 - 540.000; Vollzeit

Zusammenfassung

Sun Life Philippines is seeking a Financial Advisor in Manila to meet with clients, assess financial goals, and recommend insurance, investments, and retirement solutions. The role involves preparing financial plans, monitoring portfolios, and providing ongoing guidance to help clients stay on track with objectives.

Candidates should have strong communication skills, a client-focused mindset, and relevant licenses or willingness to obtain them.

Qualifikationen

• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
• Relevant licenses or willingness to obtain required financial advisory certifications.
• Strong knowledge and practical skills in Financial Planning and Financial Advisory.
• Excellent communication, interpersonal, and presentation skills.
• Client-focused mindset with ability to build long-term relationships.

Aufgaben

• Meet with clients to assess financial goals and状 analyze current financial situations.
• Recommend insurance, investment, and retirement solutions.
• Prepare and present financial plans and monitor client portfolios.
• Develop new client relationships through networking and referrals.
• Maintain documentation and stay informed about product offerings and regulations.

Kenntnisse

Financial Planning

Investments

Retirement Planning

Client Relationships

Communication

Sales & Presentation

Ausbildung

Bachelor's degree in Finance or related field

Jobbeschreibung

Company Description

Sun Life Philippines is part of a leading global financial services company headquartered in Canada, offering insurance, retirement, and investment solutions to clients worldwide. In the Philippines, Sun Life provides a broad range of insurance, wealth, and asset management products designed to support every Filipino’s journey toward a brighter financial future. As the country’s first and longest-standing life insurer, Sun Life delivers financial planning and guidance, life and health protection, and investment options for individuals, families, and businesses. The company is committed to exceptional client service and promotes financial wellness through innovative programs and a supportive community.

Role Description

The Financial Advisor role at Sun Life Philippines is a full-time, on-site position based in Manila. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and recommend suitable insurance, investment, and retirement solutions. This role involves preparing and presenting financial plans, monitoring client portfolios, and providing ongoing advice to help clients stay on track with their objectives. The Financial Advisor will also develop new client relationships through networking and referrals, maintain accurate documentation, and stay informed about Sun Life’s product offerings, market trends, and regulatory requirements.

Qualifications

• Strong knowledge and practical skills in Financial Planning and Financial Advisory.
• Understanding of Finance, Investments, and Retirement Planning.
• Excellent communication, interpersonal, and presentation skills.
• Client-focused mindset, with the ability to build trust and long-term relationships.
• Analytical and problem-solving skills, with attention to detail and integrity.
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
• Relevant licenses or willingness to obtain required financial advisory certifications.
• Ability to work on-site in Manila and adapt in a fast-paced, goal-oriented environment.