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Financial Planning Specialist

1 week ago

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

**Company Overview**

Sun Life Philippines is a leading provider of innovative financial solutions, dedicated to helping individuals and businesses achieve their goals. With a rich history in the country, we have established ourselves as the first and longest-standing life insurer.

We offer a wide range of insurance, retirement, and investment products and services designed to meet the diverse needs of our customers. Our commitment to excellence and customer satisfaction has earned us a reputation as a trusted partner in the financial industry.

Job Description:

As a Financial Advisor with Sun Life Philippines, you will play a critical role in providing personalized financial planning and guidance to our clients. Your expertise in finance, sales, and customer service will enable you to recommend suitable insurance and investment products that align with their goals and risk tolerance.

You will work closely with our team to develop and implement customized plans that address the unique needs of our clients. Your strong analytical and problem-solving skills will be essential in identifying opportunities for growth and development, while your excellent communication skills will facilitate effective collaboration and stakeholder engagement.

Key Responsibilities:

  • Conduct needs analysis and provide personalized financial planning recommendations to clients
  • Analyze and interpret financial data to identify trends and opportunities for growth
  • Develop and implement customized plans that meet client objectives and risk tolerance
  • Maintain accurate records of client interactions and plan implementation progress
  • Collaborate with internal stakeholders to ensure seamless delivery of services

Requirements:

  • Bachelor's degree in Finance, Business, Economics, or related field
  • 2+ years of experience in finance, sales, or customer service
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Able to work independently and collaboratively as part of a team