Advisor

Company Description

As a leading global financial services company based in Canada, Sun Life offers a broad range of insurance, retirement, and investment products to meet the diverse needs of individuals and corporate clients worldwide. In the Philippines, Sun Life provides a variety of insurance, wealth, and asset management solutions to assist Filipinos in their journey toward a brighter life. As the country's first and longest-standing life insurer, we excel in financial planning, life insurance for every life stage, investment products, health-focused products, and exceptional client servicing.

Role Description

This is a part-time remote role for an Advisor Candidate. The Advisor Candidate will be responsible for providing financial planning and guidance, recommending life insurance products, and suggesting investment opportunities tailored to individual client needs. The role involves regular client interactions, understanding their financial goals, and offering suitable wealth and asset management solutions. Additionally, the Advisor Candidate will participate in Sun Life's wellness community initiatives aimed at promoting health-focused products.

Qualifications

• Strong interpersonal and communication skills
• Ability to analyze client needs and recommend appropriate financial products
• Knowledge of life insurance products and investment opportunities
• Proficiency in financial planning and wealth management
• Client-focused approach with a commitment to exceptional service
• Ability to work independently and remotely
• Relevant educational background and certifications in finance or related fields
• Experience in the financial services industry is a plus