Financial Advisor

Sun Life of Canada Philippines; Oriental Mindoro; On-site; PHP 300,000 - 600,000; Full time

Job summary

A leading financial services provider in Oriental Mindoro is seeking a dedicated professional to guide clients in financial decisions and develop personalized financial plans. This role requires excellent sales and communication skills, with a focus on client relationships. Candidates should hold a Bachelor's degree and be adaptable to financial regulations.

Qualifications

• Sales background is an advantage.
• Client-focused, resilient, and integrity.
• Ability to learn and adapt to evolving financial regulations.
• Client-focused and integrity.

Responsibilities

• Guide clients in making informed financial decisions.
• Develop personalized financial plans based on client needs.
• Create and maintain strong client relationships through exceptional service.
• Stay updated with the latest financial products and market trends.
• Create and maintain strong client relationships through exceptional service.

Skills

Strong sales skills

Excellent communication skills

Education

Bachelor’s degree

Job description

• Guide clients in making informed financial decisions.
• Develop personalized financial plans based on client needs and goals.
• Monitor and review clients' financial plans regularly to ensure effectiveness.
• Stay updated with the latest financial products and market trends.
• Create and maintain strong client relationships through exceptional service.

Requirements

• Educational Qualifications: Bachelor’s degree
• Experience Level: Sales background is an advantage
• Skills and Competencies: Strong sales skills and excellent communication skills
• Qualities and Traits: Client-focused, resilient, and integrity
• Responsibilities and Duties: Ability to learn and adapt to evolving financial regulations and market conditions