Financial Advisor

3 weeks ago


Palawan, Philippines Sun life - Palawan Full time

Job Description

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Responsibilities
  • Assess clients' financial needs and goals through detailed consultations.
  • Provide tailored investment, retirement, tax, and insurance advice.
  • Create comprehensive financial plans and strategies to help clients achieve their objectives.
  • Monitor client portfolios, making adjustments as needed based on market conditions and life changes.
  • Stay informed on industry trends, market conditions, and changes in financial regulations.
  • Cultivate and manage a book of business, developing strong client relationships.
  • Educate clients on financial products and services to help them make well-informed decisions.
  • Proactively address client inquiries, ensuring an exceptional customer service experience.
  • Meet and exceed sales targets and performance metrics.
Qualifications
  • Bachelor\'s degree in Finance, Economics, Business, or related field (required).
  • Proven experience in financial planning or advisory services.
  • Active licenses (Series 7, Series 66, CFP, or equivalent, depending on jurisdiction) preferred.
  • Strong knowledge of financial products, investment strategies, and market trends.
  • Exceptional communication, interpersonal, and customer service skills.
  • Ability to analyze complex financial data and present it in an understandable manner.
  • Detail-oriented with strong organizational and time-management skills.
  • Ability to work independently and as part of a team.
  • High ethical standards and adherence to regulatory compliance.
  • Sales-driven with a focus on building and maintaining client relationships.

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