Financial Planning Specialist

1 month ago


Taguig, National Capital Region, Philippines Sun Life of Financial - Acropolis Unit Full time

As a Financial Advisor at Sun Life of Financial - Acropolis Unit, our goal is to provide expert financial planning services to clients. With a strong focus on education planning, retirement savings, emergency funds, health insurance, and milestone savings, we aim to empower individuals to achieve their long-term goals.

We take pride in delivering personalized advice and support to help clients navigate the complexities of financial planning. Whether you're looking to secure your future or simply want to make informed decisions about your finances, we're here to guide you every step of the way.

We offer a comprehensive approach to financial planning, which includes:

  • Company Overview: At Sun Life of Financial - Acropolis Unit, we're committed to providing exceptional service and expertise to our clients.
  • Salary: Our salary package for this role starts at approximately $65,000 per year, depending on experience.
  • Job Description: As a Financial Advisor, you will work closely with clients to understand their financial goals and develop tailored plans to achieve them.
  • Required Skills and Qualifications: To succeed in this role, you'll need excellent communication and interpersonal skills, as well as a strong understanding of financial products and services.
  • Benefits: We offer a competitive benefits package, including medical, dental, and vision coverage, as well as opportunities for professional development and advancement.

We believe that our unique blend of expertise, personalized service, and commitment to excellence sets us apart from other financial institutions. If you're passionate about helping others achieve their financial goals, we encourage you to explore this opportunity further.



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