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Financial Services Professional

4 weeks ago

Taguig, National Capital Region, Philippines Sun Life of Canada Philippines Inc. Full time
Job Title: Financial Advisor

Sun Life of Canada (Philippines) Inc. is a leading financial services company dedicated to helping our clients achieve long-term financial stability and well-being. We are committed to fostering a positive and dynamic work environment, where you can grow your career and make a meaningful impact.

Key Responsibilities:
  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Assess clients' financial situations and provide tailored advice to help them achieve their financial objectives.
  • Develop and implement comprehensive financial plans to help clients achieve their long-term financial goals.
  • Monitor clients' financial progress and adjust plans as necessary to ensure they remain on track.
  • Stay up-to-date with financial products, market trends, and regulatory changes to provide expert advice to clients.
  • Conduct regular reviews with clients to ensure their financial goals are on track and provide ongoing support and guidance.
Skills and Qualifications:
  • Strong interpersonal and communication skills to build trust and rapport with clients.
  • Ability to analyze complex financial data and provide tailored advice to clients.
  • Self-motivated and goal-oriented with a strong desire to help clients achieve their financial goals.
  • Excellent problem-solving abilities to identify and address clients' financial challenges.
  • Ability to work independently and as part of a team to achieve business objectives.
Benefits:
  • Competitive commission-based salary.
  • Monthly and quarterly bonuses.
  • Travel incentives and monetary rewards for meeting business objectives.
  • Flexible work schedule and opportunities for professional growth and development.