Financial Advisor

7 months ago


Pasay, Philippines Sun Life - Diamond Sales Unit Full time

Join Our Team as a Financial Advisor At Sun Life, we pride ourselves on providing top-notch financial services and personalized advice to our clients. We're currently seeking dedicated and driven individuals to join our team and make a difference in the lives of others.Responsibilities:*Build and maintain client relationships through personalized financial planning and investment strategies*Conduct thorough financial assessments to understand clients' needs, goals, and risk tolerance*Develop comprehensive financial plans tailored to clients' unique situations*Provide ongoing guidance and support to help clients navigate market changes and life events*Stay informed about industry trends, market conditions, and regulatory changes to better serve clientsRequirements:*Bachelor's degree in any field*Previous experience in financial services, banking, or related field is a plus*Excellent communication and interpersonal skills*Ability to work independently and as part of a team*Proven track record of meeting or exceeding goals and client satisfaction metricsBenefits:*Competitive commission structure*Comprehensive benefits package, including health insurance and retirement plans*Ongoing training and professional development opportunities*Supportive and collaborative work environment*Opportunities for advancement and career growth


  • Financial Advisor

    7 months ago


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  • Financial Advisor

    7 months ago


    PASAY, Philippines Sun Life - Diamond Sales Unit Full time

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