Financial Advisor | Laurel Unit
Sun Life of Canada Philippines, Inc. (Cedar Branch)
Makati, Metro Manila, Philippines
15d ago
source : Kalibrr, Inc.

Job Description

  • Evaluates current situation of clients and recommends suitable products for them based on objective, resources, investment horizon, and risk profile
  • Active aquisition of new clients and develops different markets.
  • Be able to comply with all industry rules and regulations.
  • Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • At least 2 years job experience
  • Goal oriented, driven and passionate
  • High commitment to learning the program of Sunlife that further develop their skills
  • Posses a commitment to professionalism, honesty and a strong work ethic
  • Be able to work indepentdently as well as function as part of a team
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