Financial Advisor

4 weeks ago


Pasay, Philippines Sun Life of Canada Philippines Inc. Full time

Overview

Here in Sun Life, you can be a Financial Advisor while keeping your full-time job. You’ll have the chance to help secure your friends’ and family’s life insurance, health insurance, investments, and other future cash benefits. It’s a meaningful way to help others while also earning and learning. Some of the benefits of being a Financial Advisor include time flexibility, extra income, career growth, and personal development. If you’re interested in becoming one, message me and join our career preview on September 6?

Responsibilities
  • Provide personalized financial advice to clients.
  • Assess clients\' financial situations and goals.
  • Develop customized investment strategies.
  • Monitor portfolio performance and adjust plans as necessary.
  • Educate clients on financial products and services.
  • Build and maintain client relationships for long-term success.
  • Stay updated on financial regulations and market trends.
Qualifications
  • Educational Qualifications: Bachelor’s degree in Finance, Business, or related field.
  • Experience Level: No experience required; training provided.
  • Skills and Competencies: Strong interpersonal and communication skills essential.
  • Working Conditions: Primarily office-based with some client meetings.
  • Qualities and Traits: Trustworthy, proactive, and client-focused personality.
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