Financial Advisor | Pink Diamond Unit (Part Time)
Sun Life of Canada Philippines, Inc. (Cedar Branch)
Makati, Metro Manila, Philippines
5d ago
source : Kalibrr, Inc.

Job Description

  • Assists clients plan for their short and long term financial goals, for income protection, education expenses, health, retirement and estate conservation where they recommend different products to match clients' goals and needs
  • Helps create strategies to minimize financial risks and build up wealth and protect it over the long term
  • Guides clients on investment options in the stock market
  • Minimum Qualifications

  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Positive Attitude, Coachable
  • Comitted to excel
  • Apply
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