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Personal Finance Consultant

1 week ago

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

We are seeking a talented Financial Advisor to join our team at Sun Life Philippines.

As a Financial Advisor, you will be responsible for offering expert financial advice to clients, helping them achieve their financial goals and secure their future.

Responsibilities will include providing recommendations on life and health insurance coverage, estate planning, and retirement planning.

The successful candidate will also be responsible for developing and maintaining strong relationships with clients, ensuring that their financial goals are met.

To succeed in this role, you will need to possess excellent interpersonal skills and be willing to take the IC government licensure exam.

A Bachelor's Degree/College Graduate is required, and you should be flexible with your work schedule (full-time or part-time).

About the Job:
  • Provide expert financial advice to clients based on their individual needs and objectives.
  • Recommendations on life and health insurance coverage, estate planning, and retirement planning.
  • Develop and maintain strong relationships with clients to ensure their financial goals are met.

Essential Qualifications:

  • Bachelor's Degree/College Graduate
  • Excellent interpersonal skills
  • Willingness to take the IC government licensure exam
  • Flexibility with work schedule (full-time or part-time)