Financial Services Professional
4 weeks ago
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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