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

Job Description

  • Talking to clients about financial objectives and risk tolerance and then recommend an appropriate financial planning strategy;
  • Advising strategies for clients in insurance coverage, investment planning, and cash management;
  • Building and maintaining client base.
  • Minimum Qualifications

  • Excellent communication and presentation skills to clients;
  • With interpersonal sales skills;
  • Excellent problem-solving skills;
  • Self-driven.
  • Apply
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