Financial Advisor - Part Time/WFH

Sun Life Philippines; Cagayan de Oro; On-site; PHP 240,000 - 480,000; Full time

Benefits offered by this job

Flexible schedule

Unlimited income potential

Travel incentives

Free group life insurance

HMO benefits

Faster career growth

Mentorship by top managers

Job summary

Sun Life Philippines is expanding its Cagayan de Oro team and is seeking Financial Advisors to provide client-focused financial guidance, build lasting client relationships, and stay abreast of market trends. The role emphasizes high-level client servicing and flexible scheduling within the local area.

Candidates should be self-motivated, possess strong communication skills, and be resident in Cagayan de Oro or nearby areas. Sales experience is a plus but not required.

Qualifications

• Bachelor's Degree in any course.
• Excellent communication skills with the ability to build relationships with clients.
• Experience in sales is not a must but an advantage.
• Self-motivated with a winning and positive mindset.

Responsibilities

• Provide financial guidance to clients to help them reach financial goals.
• Build and maintain relationships with potential and existing clients.
• Stay up-to-date with market trends and developments.
• Commitment to providing the highest level of client servicing.

Skills

Excellent communication

Self-motivated

Sales experience (advantage)

Residence in Cagayan de Oro/nearby

Education

Bachelor's Degree in any course

Job description

The Management Team of Sun Life of Canada (Philippines) Inc. - Cagayan de Oro City's expanding unit is still open for Full-time and Part-time Financial Advisors!

As a Financial Advisor, you will be responsible for providing financial guidance to clients and helping them make informed decisions to achieve their financial goals. Additionally, this role requires building and maintaining relationships with potential and existing clients, as well as keeping up-to-date with market trends and developments. Commitment to providing the highest level of client servicing is crucial.

Who Are We?

• Dynamic and expanding Team in Cagayan de Oro City


• Multi-Awarded NBO

Job Qualifications:

• Bachelor's Degree in any course


• Excellent communication skills, with the ability to build relationships with clients


• Experience in sales is not a must but an advantage


• Self-motivated, has a winning and positive mindset


• Must be residing within Cagayan de Oro City or nearby provinces

What's In It For You?

• Flexible schedule and limited face to face set up


• Unlimited income potential


• On-stage rewards and recognitions


• Local and international all-expense paid travel incentives


• Free group life insurance and HMO benefits


• Faster career growth


• Be mentored and trained by the top managers