Insurance Financial Advisor
3 days ago
Company Description
Sun Life Philippines, a leading global financial services company based in Canada, provides a diverse range of insurance, retirement, and investment products to meet the needs of individual and corporate clients worldwide. As the country's first and longest-standing life insurer, we offer financial planning and guidance, life insurance products for every life stage, investment products, health-focused products, and exceptional client servicing. Our mission is to help Filipinos in their journey towards a brighter life.
Role Description
This is a part-time hybrid role located in Cebu, with some work from home acceptable, for an Insurance Financial Advisor. The Insurance Financial Advisor will be responsible for providing personalized financial planning and guidance, recommending suitable life insurance products, developing and managing investment portfolios, and assisting clients with retirement planning. The advisor will also focus on maintaining long-term relationships with clients and delivering exceptional client servicing.
Qualifications
- Financial Planning, Retirement Planning
- Finance, Insurance
- Investments
- Excellent interpersonal and communication skills
- Ability to work independently and in a hybrid environment
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Business, Economics, or a related field
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