Retirement Planning Expert

2 weeks ago


Pasay, National Capital Region, Philippines Quebracho NBO - Sun Life of Canada (Phil.), Inc. Full time

At Quebracho NBO - Sun Life of Canada (Phil.), Inc., we believe in empowering our clients to take control of their financial future. As a Financial Advisor, you will be responsible for providing expert guidance and support to help our clients achieve their financial goals.

The role involves:

Job Description:

This is a full-time role open for part-timers. A remote role for Unit Managers and Financial Advisors at Quebracho NBO - Sun Life of Canada (Phil.), Inc. The role involves daily tasks related to financial planning, insurance, retirement planning, investments, and financial advisory to assist clients in achieving their financial goals.

  • Helping clients achieve a lifetime financial security and live healthier lives
  • To serve a bright purpose of furthering our advocacies, Financial Literacy and Health & Wellness
  • Be a partner for life to our clients
  • Provide sound financial advice to address different needs throughout every stage of the clients' lives

Responsibilities include:

  • Assisting clients in creating personalized financial plans
  • Providing expert advice on various types of insurance policies
  • Helping clients plan for a secure retirement
  • Offering advice on investment opportunities
  • Providing ongoing support to clients

Requirements:

  • Bachelor's Degree in any field (advantageous but not required)
  • Willing to attend trainings and seminars on Financial / Insurance practices

We offer a range of benefits, including:

  • Flexible working hours and location
  • Career growth and development
  • Limitless earning potential
  • Rewards & Recognitions
  • Group Life Insurance
  • Loan Programs


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