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Financial Advisor

Financial Advisor

Sun Life - Diamond Sales UnitPASAY, National Capital Region, Philippines
2 days ago
Job description

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 :

  • Bachelor'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
  • Benefits :

  • 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
  • Create a job alert for this search

    Financial Advisor • PASAY, National Capital Region, Philippines

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