Financial Advisor

Sun Life Of Canada Philippines; Pasay; On-site; PHP 279,000 - 502,000; Full time

Job summary

Sun Life Of Canada Philippines is seeking a client-focused financial advisor to guide clients in making informed financial decisions, develop personalized plans, and monitor progress to ensure effectiveness.

You will stay updated on financial products and market trends while creating and maintaining strong client relationships through exceptional service.

Qualifications

• Bachelor's degree required.
• Sales experience is advantageous.
• Strong sales and excellent communication skills are essential.
• Client-focused, resilient, and integrity-driven traits are valued.

Responsibilities

• 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.

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