Financial Advisor
Eucalyptus NBO, Sun Life Financial- Mount Ugo Unit
Manila, Philippines
10h ago

We are Sun Life Philippines

As a leading global financial services company based out of Canada, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate clients around the world.

The first and longest-standing life insurer in the Philippines, Sun Life is marking its 125th anniversary this year. This milestone highlights our commitment to help Filipinos achieve lifetime financial security and live healthier lives.

Eucalyptus NBO of Sun Life Financial is a God and family-centered sales organization of financial solution providers. We have organized and structured systems.

We value education and continuous learning. We have an MDRT (Million Dollar Round Table) culture.

The Role

  • Talking to clients to develop a financial plan
  • Advising strategies for clients to help them reach financial objectives
  • Reviewing client accounts and plans
  • Managing and updating client portfolios
  • Contacting clients regularly
  • Building and maintaining your client base
  • Ideal Profile

  • Good Communication skills
  • Bachelor’s degree in business, finance, or any related field
  • Proficient in Word, Excel, Outlook, and Powerpoint
  • Experience in providing quality financial advice is a plus
  • What's on Offer?

  • Opportunity within a company with a solid track record of performance
  • Flexible working options
  • Attractive Salary & Benefits
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