Financial Advisor (Managerial) | Star Ruby Unit
Sun Life of Canada Philippines, Inc. (Cedar Branch)
Makati, Metro Manila, Philippines
4d ago
source : Kalibrr, Inc.

Job Description

  • Build a team according to set standards and protocols
  • Provide guidance and training in line with the mission, vision and values of the Company
  • Act as Financial Advisor to 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 and team on the importance of preparing for old age, disability, death, and sickness (ODDS) to achieve financial security through life insurance.
  • Ensure compliance of team members to the highest ethical standards in the conduct of business
  • 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 and advisor bases, keeping current client plans up to date and prospects new clients / recruits 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 Managers and Financial Advisors who meet the performance standards.

  • Trustworthy
  • Self-motivated, Achievement-oriented
  • Preferably with at least 3-years managerial experience or entrepreneurial inclination, Enterprising
  • God fearing, Family oriented
  • Team-builder, Energetic
  • Resourceful and Creative
  • Can lead, train, motivate and supervise a team of at least 8 people
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