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Financial Advisor

Part-time

Sun Life of Canada Philippines

  • Guide clients in making informed financial decisions.
  • Develop personalized financial plans based on client needs and goals.
  • Monitor and review clients' financial plans regularly to ensure effectiveness.
  • Stay updated with the latest financial products and market trends.
  • Create and maintain strong client relationships through exceptional service.
  • Requirements

    • Educational Qualifications: Bachelor’s degree
    • Experience Level: Sales background is an advantage
    • Skills and Competencies: Strong sales skills and excellent communication skills
    • Qualities and Traits: Client-focused, resilient, and integrity

Vacancy posted 10 hours ago
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