Financial Advisor (Part-Time) | Star Ruby Unit
Sun Life of Canada Philippines, Inc. (Cedar Branch)
Makati, Metro Manila, Philippines
13d ago
source : Kalibrr, Inc.

Job Description

  • Help achieve client’s goals through needs-based approach by utilizing financial tools and collected information to come up with sound financial advice.
  • Educate clients on the importance of preparing for old age, disability, death, and sickness (ODDS) to achieve financial security through life insurance.
  • Introduce to clients wealth accumulation strategies for their children's college education and their retirement through products like life insurance and mutual funds.
  • Build and maintain client bases, keeping current client plans up to date and prospects new clients on an on-going basis.
  • Review clients' accounts and plans, at least once a year, to determine economic changes and market performance indicate plan readjustment if needed.
  • Explain all essential provisions of the life insurance contract or mutual fund.
  • Turn over to the Company monies collected in trust immediately.
  • Maintain performance and production based on minimum standards.
  • Assist in the release of life insurance claims or fund withdrawal to clients and other Sun Life clients.
  • Practice at all times strictest confidentiality and act in client’s best interest.
  • Remuneration for this position is performance-based. Monthly performance bonus will be received by Financial Advisors who meet the performance standards.

  • Trustworthy
  • Self-motivated, Achievement-oriented
  • Preferably with at least 1-year work experience or entrepreneurial inclination, Enterprising
  • God fearing, Family oriented
  • With a heart to serve a client in their best interest
  • Energetic
  • Apply
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