Financial Advisor

Found in: Whatjobs PH C2 - 2 weeks 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 clients

Requirements:
*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 metrics
Benefits:
*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

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