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Financial Services Professional

3 weeks ago

Cebu City, Central Visayas, Philippines Sun Life Philippines Full time

We are looking for a skilled financial services professional to provide expert advice on insurance products and help clients achieve their financial goals.

Key Responsibilities:
  1. Needs Assessment: Conduct thorough needs assessments to identify clients' financial goals and protection needs, recommending suitable insurance products to meet those needs.
  2. Product Expertise: Develop in-depth knowledge of insurance products, including life, health, disability, and investment-linked insurance, to offer tailored advice to clients.
  3. Customer Acquisition: Proactively seek new clients through strategic networking, referrals, and marketing efforts, while nurturing existing client relationships.
  4. Policy Management: Assist clients with policy management, claims processing, and renewals, ensuring seamless customer experiences.
  5. Regulatory Compliance: Uphold industry regulations and the company's ethical standards in all sales and advisory activities, maintaining the highest level of professionalism.
  6. Ongoing Education: Stay updated on insurance trends, product updates, and regulatory changes through continuous education and training to deliver exceptional service.
Seniority Level

Entry-level opportunity for driven individuals seeking a career in finance and sales.

Employment Type

Part-time role for flexible professionals.

Job Function

Finance and Sales specialist with expertise in risk management and insurance products.