Financial Advisor
Sun Life of Canada (Philippines), Inc. | Astrantia Unit - BGC, Taguig
Taguig, PH
6d ago

Job Description

Be a highly-valued and well-rewarded financial awareness advocate as you work with the No.1 global financial services company in the country.

Manage your own flexible work schedule, attain professional and personal growth while earning substantial commissions, monthly bonuses, and other incentives.

Fulfill your purpose in helping clients and their families achieve a financially secure future, and help yourself and your own family in the process.

A Financial Advisor on our team is expected to :

  • Conduct financial wellness discussions with individual and corporate clients to analyze their specific needs
  • Design a customized plan to address their goals
  • Commit to building lasting client relationships with excellent service
  • Minimum Qualifications

  • Based in Metro Manila or nearby provinces
  • Goal-oriented, self-driven & with a positive mindset
  • Adept in communication and presentation
  • Highly trainable & can commit to attending training sessions
  • Can work in a high pressure environment
  • Able to work with others as a team player
  • Willing to take licensure exams
  • Fresh graduates are welcome
  • Can work full time or part time
  • Perks and Benefits

  • Work from Home
  • Retirement Benefit Plans
  • Medical / Health Insurance
  • Performance Bonus
  • Life Insurance
  • Other :

  • Productivity-based monthly bonuses
  • Local and international travel incentives
  • Personal and professional growth through free trainings
  • Required Skills

  • Organizing and Planning
  • Relationship Management
  • Presentation Skills
  • Persuasion and Negotiation
  • Customer Service
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