Financial Advisor
PASAY, National Capital Region
Posted today
- Company:
- Sun Life - Diamond Sales Unit
- Company Description:
- We believe in creating a brighter financial future for our clients. With a commitment to excellence and a client-centric approach, we've built a reputation for helping individuals and families achieve financial success. We provide, financial planning, execution and customized solutions for our clients
- Contract Type:
- Full Time
- Experience Required:
- 2 years
- Education Level:
- Bachelor’s Degree
- Number of vacancies:
- 10
Job Description
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
- Salary:
- ₱30,000.00 Monthly
