Financial Advisor

Sun Life Grepa Financial, Inc.; St. Peter Village; On-site; PHP 400,000 - 600,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a financial advisor to provide personalized financial advice to clients based on their goals and financial situations. This role requires strong communication, sales, and presentation skills, along with a Bachelor's degree in Finance, Business, or a related field.

The successful candidate will develop relationships with clients and assist them in choosing appropriate financial products, including investments and retirement plans.

Join our dynamic team in Bulacan, where a proactive approach and client focus are essential!

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Minimum 2 years of experience in financial advisory roles.
• Strong communication, sales, and presentation skills.

Responsibilities

• Provide personalized financial advice to clients based on their goals and financial situation.
• Develop and maintain strong client relationships through effective communication and support.
• Assist clients in choosing appropriate financial products such as investments, insurance, and retirement plans.

Skills

Strong communication

Sales skills

Presentation skills

Education

Bachelor's degree in Finance, Business, or a related field

Job description

Description

• Provide personalized financial advice to clients based on their goals and financial situation.
• Develop and maintain strong client relationships through effective communication and support.
• Assist clients in choosing appropriate financial products such as investments, insurance, and retirement plans.

Requirements

• Educational Qualifications: Bachelor's degree in Finance, Business, or a related field.
• Experience Level: 02 years.
• Skills and Competencies: Strong communication, sales, and presentation skills.
• Qualities and Traits: Detail-oriented, proactive, and client-focused.
• Responsibilities and Duties: Ability to approach clients and tap new markets.
• Working Conditions: Fast-paced and dynamic work environment.