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Retirement Planning Advisor

3 weeks ago

Manila, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

About Us

Sun Life Grepa Financial, Inc. is a trusted partner for individuals and families seeking financial guidance and support.

Job Description

We are seeking a skilled Personal Finance Consultant to join our team. As a key member of our sales force, you will be responsible for providing expert guidance on personal finance topics, including budgeting, saving, and investing.

Key Responsibilities

  • Offer personalized financial advice to clients based on their individual needs and objectives.
  • Develop and implement customized financial plans for clients.
  • Build and maintain strong relationships with clients to ensure their financial goals are achieved.

Qualifications

  • Bachelor's Degree/College Graduate
  • Excellent communication and interpersonal skills
  • Willingness to take IC government licensure exam
  • Ability to learn and adapt to new situations
  • Flexible work schedule (part-time or full-time)

Benefits

We offer a competitive compensation package, including a base salary, commissions, and benefits such as health insurance, retirement plan, and paid time off.