Financial Advisor

3 weeks ago


Bulacan Philippines Sun Life Grepa Financial, Inc. Full time

Responsibilities

  • Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.
  • Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.
  • Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are achieved.
Qualifications
  • Bachelor’s Degree/College Graduate
  • Excellent interpersonal skills
  • Willing to take IC government licensure exam
  • Willing to learn and undergo training
  • Flexible work schedule (can work as part time or full time)
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