Financial Advisor/Pink Diamond
Sun Life of Canada Philippines, Inc. (Cedar Branch)
Makati, PH
1d ago

Job Description

  • Assess the financial needs of clients and recommends product solutions based on objectives, resources, time frame and risk profile.
  • Actively prospecting potential clients and develops new market
  • Compliant to industry standards
  • Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • 2 years job experience
  • Driven and committed to excel at all times
  • Has strong work ethics
  • Can work with minimum supervision as well as function as a team player
  • Flexitime
  • Performance Bonus
  • Retirement Benefit Plans
  • Medical / Health Insurance
  • Life Insurance
  • Other :

  • Monthly Plan B Bonus
  • Trip Incentives (local and international)
  • Sunlife, Branch and Unit Incentives (Cash, Gift Certificates etc)
  • Required Skills

  • Presentation Skills
  • Persuasion and Negotiation
  • Communication Skills
  • Needs Analysis
  • Listening
  • Handling Objections
  • Closing Sales
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