Financial Coach Consultant

Pasay, 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:: Remote
Experience Required:: 1 year
Education Level:: Senior High School
Gender:: Any
Number of vacancies:: 4

Job Description

Key Responsibilities:

•Build and maintain strong client relationships
•Assess clients' financial situations and provide tailored financial advice
•Develop and implement comprehensive financial plans
•Monitor clients' financial progress and adjust plans as necessary
•Stay up-to-date with financial products, market trends, and regulatory changes
•Conduct regular reviews with clients to ensure their financial goals are on track
•Provide exceptional customer service and support

Skills and Qualifications:

•Strong interpersonal and communication skills
•Ability to build trust and rapport with clients
•Detail-oriented with strong analytical skills
•Self-motivated and goal-oriented
•Excellent problem-solving abilities
•Ability to work independently and as part of a team

Job Types: Full-time, Part-time, Fresh graduate

Pay: Php20,000.00 - Php25,000.00 per month

Expected hours: 20 – 40 per week

Benefits:

•Company Christmas gift
•Company events
•Flexible schedule
•Health insurance
•Life insurance
•Work from home

Schedule:

•Monday to Friday

Supplemental Pay:

•Anniversary bonus
•Bonus pay
•Commission pay
•Performance bonus
•Quarterly bonus
•Tips
•Yearly bonus

Application Question(s):

•Do you have a Laptop and Wifi access?

Experience:

•Sales: 1 year (Required)