Financial Advisor - Makati City
Sun Life of Canada Philippines, Inc.
Makati, Metro Manila, Philippines
5d ago
source : Kalibrr, Inc.

Job Description

  • Help clients plan for their long-term and short-term financial goals
  • Recommend investment and protection products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
  • Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning and other tasks quoted to client
  • Decide how to build your practice by choosing your clients and the markets you want to pursue
  • Solicit clients actively via telephone, mail, referrals, etc.
  • Comply with all industry rules and regulations
  • Minimum Qualifications

  • Strong analytical and problem-solving skills
  • High degree of energy, motivation and ability to set own goals / priorities
  • Team player but able to work independently
  • Trustworthy, reliable and responsible
  • Organized, detail oriented
  • Has keen eye on details
  • Can work Full Time or Part Time
  • Confident with good communication and presentation skills
  • Highly sociable
  • Self-motivated, goal-oriented and result-oriented.
  • Preferably has background in sales, but not a requirement
  • Driven to achieve
  • Apply
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