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Estate Planning Expert

2 weeks ago

Manila, National Capital Region, Philippines Sun Life Philippines Full time

Sun Life Philippines is a leading provider of insurance and financial services in the country. As an Estate Planning Expert, you will play a critical role in helping our clients achieve their estate planning goals.

In this role, you'll work directly with clients to understand their estate planning needs and develop customized plans to help them achieve those goals. You'll also be responsible for recommending and implementing a range of estate planning solutions, including wills, trusts, and other financial instruments.

To excel in this position, you'll need a strong foundation in law and finance, as well as excellent communication and interpersonal skills. You'll also be able to work effectively in a fast-paced environment, managing multiple priorities and deadlines while maintaining a high level of customer satisfaction.

Key Responsibilities:
  • Conduct client meetings and assessments to determine estate planning needs and goals
  • Develop and implement customized estate plans to meet client objectives
  • Recommend and implement a range of estate planning solutions