Financial Advisor

24 hours ago


Oriental Mindoro Philippines Sun Life of Canada Philippines Full time

  • Guide clients in making informed financial decisions.
  • Develop personalized financial plans based on client needs and goals.
  • Monitor and review clients' financial plans regularly to ensure effectiveness.
  • Stay updated with the latest financial products and market trends.
  • Create and maintain strong client relationships through exceptional service.
Requirements
  • Educational Qualifications: Bachelor’s degree
  • Experience Level: Sales background is an advantage
  • Skills and Competencies: Strong sales skills and excellent communication skills
  • Qualities and Traits: Client-focused, resilient, and integrity
  • Responsibilities and Duties: Ability to learn and adapt to evolving financial regulations and market conditions
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