Financial Protection Advisor

1 week ago


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

The ideal candidate will have a deep understanding of insurance products and be able to provide expert advice to clients.

Job Description:

We are looking for an Insurance Financial Advisor who can help clients make informed decisions about their financial security.

Responsibilities:
  • Conduct detailed needs assessments to understand clients' financial goals and protection requirements.
  • Develop a thorough understanding of insurance products, including life, health, disability, and investment-linked insurance.
  • Provide expert advice to clients on their insurance options.
  • Assist clients with policy management, claims processes, and renewals.

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