Financial Services Professional

4 weeks ago


Taguig, National Capital Region, Philippines Sun Life of Canada Philippines Inc. Full time
Financial Advisor Role at Sun Life of Canada (Philippines) Inc.

Sun Life of Canada (Philippines) Inc. is a leading financial services company dedicated to helping our clients achieve long-term financial security and live healthier lives.

We are committed to creating a positive and dynamic work environment where you can grow your career and make a meaningful impact.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Assess clients' financial situations and provide tailored advice on investment and insurance products.
  • Develop and implement comprehensive financial plans to help clients achieve their goals.
  • Monitor clients' financial progress and adjust plans as necessary to ensure they stay on track.
  • Stay up-to-date with market trends, regulatory changes, and new financial products to provide expert advice.
  • Provide exceptional customer service and support to clients throughout their financial journey.

Requirements:

  • Strong interpersonal and communication skills to build trust and rapport with clients.
  • Ability to analyze complex financial data and provide clear, actionable advice.
  • Self-motivated and goal-oriented with a strong desire to help clients achieve their financial goals.
  • Excellent problem-solving skills to navigate complex financial situations.
  • Ability to work independently and as part of a team to achieve business objectives.

Benefits:

  • Competitive commission-based salary and bonus structure.
  • Opportunities for professional growth and development in a dynamic and supportive work environment.
  • Flexible work arrangements to balance work and personal life.


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