Financial Advisor
Sun Life - Diamond Sales UnitPASAY, National Capital Region, PH30+ days ago
Job descriptionBachelor's degree in any field Previous experience in financial services, banking, or related field is a plus Excellent communication and interpersonal skills Ability to work independently and as part of a team Proven track record of meeting or exceeding goals and client satisfaction metrics Competitive commission structure Comprehensive benefits package, including health insurance and retirement plans Ongoing training and professional development opportunities Supportive and collaborative work environment Opportunities for advancement and career growth
Join Our Team as a Financial Advisor!
At Sun Life, we pride ourselves on providing top-notch financial services and personalized advice to our clients. We're currently seeking dedicated and driven individuals to join our team and make a difference in the lives of others.
Responsibilities :
- Build and maintain client relationships through personalized financial planning and investment strategies
- Conduct thorough financial assessments to understand clients' needs, goals, and risk tolerance
- Develop comprehensive financial plans tailored to clients' unique situations
- Provide ongoing guidance and support to help clients navigate market changes and life events
- Stay informed about industry trends, market conditions, and regulatory changes to better serve clients
Requirements :
Benefits :
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Financial Advisor • PASAY, National Capital Region, PH
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