Financial Consultant

Taguig, National Capital Region

Posted more than 30 days ago

Company:: Sun Life of Canada Philippines Inc.
Company Description:: Sunlife of Canada (Philippines) Inc. is a leading financial services company dedicated to helping our clients achieve lifetime financial security and live healthier lives. We are committed to fostering a positive and dynamic work environment, where you can grow your career and make a meaningful impact. Lead generation, as a Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals, and ensuring they are prepared for every stage of their financial journey. You will work closely with clients to develop personalized financial plans, offer investment advice, and provide ongoing support and guidance.
Contract Type:: Part Time
Experience Required:: 1 year
Education Level:: Bachelor’s Degree
Gender:: Any
Number of vacancies:: 10

Job Description

Sun Life Philippines, a leading global financial services company based in Canada, offers a diverse range of insurance, wealth, and asset management solutions in the Philippines. As the country's first and longest-standing life insurer, we provide financial planning, life insurance products, investment products, health-focused offerings, and exceptional client-servicing.

Role Description

This is a part-time remote role for a Financial Sales Consultant at Sun Life Philippines. The Financial Sales Consultant will be responsible for insurance sales, insurance brokerage, finance-related tasks, and providing exceptional customer service to clients on a day-to-day basis.

Qualifications:

- Bachelor's degree in Finance, Business, or related field
- Insurance Sales and Insurance Brokerage skills
- Finance knowledge
- Customer Service skills
- Strong communication and interpersonal skills
- Ability to work independently and remotely
- Experience in the insurance industry is a plus