Financial Consultant

Sun Life - Otto the Great Unit; Taguig; On-site; PHP 120,000 - 240,000; Part time

Job summary

A financial services company in the Philippines seeks a motivated Financial Advisor to expand its client base. This role allows for both part-time and full-time positions, and focuses on developing personalized financial solutions. Ideal candidates enjoy meeting people, have excellent time management skills, and are driven by challenges. Join a fast-growing team dedicated to financial advisory services.

Qualifications

• Enjoys meeting people.
• Willing to learn in-depth about managing personal finances.
• Has a mindset of an entrepreneur.
• Has a mindset of an entrepreneur (can deliver results with minimum supervision)
• Likes to earn unlimited income
• Motivated by challenges
• Excellent in time management
• Must be able to join trainings, has a laptop or PC and fast internet connection

Responsibilities

• Expand base of clients by developing tailored financial solutions.
• Contribute to a team of Financial Advisors.

Skills

People skills

Service-oriented

Time management

Service oriented

Eager to learn

Meeting people

Job description

Overview

We are looking for individuals with experience working in any field who are seeking extra income and a purposeful side hustle.

The main task is to expand the base of individual and corporate clients by developing individualized solutions for financial requirements such as emergency fund, retirement fund, education fund and income protection among others, based on needs analysis.

Join a fast growing team of Financial Advisors.

Part Time or Full Time position are accepted.

Responsibilities

• Expand base of individual and corporate clients by developing individualized financial solutions based on needs analysis (e.g., emergency fund, retirement fund, education fund, income protection).
• Join a fast growing team of Financial Advisors.

Qualifications & Requirements

• Enjoys meeting people
• Willing to learn in-depth about managing personal finances
• Service-oriented
• Has a mindset of an entrepreneur (can deliver results with minimum supervision)
• Likes to earn unlimited income
• Motivated by challenges
• Excellent in time management
• Must be able to join trainings, has a laptop or PC and fast internet connection