Financial Advisor

1 day ago

Makati City, National Capital Region, Philippines Sun Life Philippines Full time ₱600,000 - ₱1,200,000 per year

Company Description

Sun Life Philippines, a leading global financial services company based out of Canada, offers a comprehensive range of insurance, retirement, and investment products and services. As the country's first and longest-standing life insurer, Sun Life provides financial planning and guidance, life insurance products for every life stage, investment products for individuals, families, and companies, as well as health-focused products with an innovative wellness community. Our mission is to assist every Filipino in their journey towards a brighter life by delivering exceptional client servicing.

Role Description

This is a sales role for a Financial Advisor located in Makati with the flexibility of uncapped income potential. This is purely commission based perfect to pair with your full time employment. The Financial Advisor will be responsible for providing personalized financial planning and guidance to clients, offering comprehensive life insurance and investment products, and assisting clients in retirement planning. The role involves building and maintaining client relationships, conducting financial assessments, and recommending appropriate financial solutions to meet individual client needs.

Qualifications

  • Willingness to learn since we teach everything
  • Must love talking and being interested in people
  • Knowledge of Finance and Investments is a plus
  • Excellent communication and interpersonal skills
  • Ability to work both independently and as part of a team
  • Strong problem-solving and analytical skills
  • Experience in the financial services industry is a plus
  • Completed bachelor's degree in any field

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