Financial Services Professional

1 week ago


Pasay, National Capital Region, Philippines Sun Life - Diamond Sales Unit Full time
Unlock Your Potential as a Financial Advisor

At Sun Life - Diamond Sales Unit, we're committed to delivering exceptional financial services and personalized advice to our clients. We're seeking dedicated and driven individuals to join our team and make a meaningful impact in the lives of others.

Key Responsibilities:
  • Build and maintain strong client relationships through tailored financial planning and investment strategies
  • Conduct thorough financial assessments to understand clients' needs, goals, and risk tolerance
  • Develop comprehensive financial plans that cater to clients' unique situations
  • Provide ongoing guidance and support to help clients navigate market changes and life events
  • Stay informed about industry trends, market conditions, and regulatory changes to better serve clients
Requirements:
  • Bachelor's degree in any field
  • Previous experience in financial services, banking, or a related field is a plus
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proven track record of meeting or exceeding goals and client satisfaction metrics
What We Offer:
  • Competitive commission structure
  • Comprehensive benefits package, including health insurance and retirement plans
  • Ongoing training and professional development opportunities
  • Supportive and collaborative work environment
  • Opportunities for advancement and career growth


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