Embark on a rewarding career path.
Sun Life supports your professional growth as you help secure the future of Filipinos.
Becoming a Financial Advisor is one of the most inspired career choices one can make today. Because once you take on the mission to help Filipinos achieve financial freedom, you also discover that nobility rewards its stewards.
Aside from helping other people achieve financial security, you have flexible hours, rewarding compensation, and opportunities to travel the world for free. More than that, you become part of an organization that values integrity, excellence, and the welfare of their clients.
Job Description:
• Provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate investment and insurance products and services available, ensuring that clients are aware of products that best meet their needs and then securing a sale.
• Help clients plan for short-term and long-term goals, such as education expenses and retirement. They recommend investments to match the clients’ goals.
• Soliciting new clients via phone, social media, face to face, referral regularly
• Build strong relationships with their clients. Establishing connections with others is necessary in both the networking and client retention aspects of the career.
• Continuous updating one’s knowledge about investing and what’s happening in the market.
Requirements:
• College/ University Graduate is a must.
• Professional ; Supervisory and up position is preferred.
• Had previous work experiences, preferably sales background.
• Knows how to use social media, excel, internet to his/her advantage
• Can communicate well in English or Filipino, other language is a plus
• Have big dreams, hopeful and working actively in achieving them
• Trustworthy, Reliable/Dependable, Team Player
• Open to learning and willing student
• Focus, determined, can work unsupervised
• Goal oriented, willing to an extra mile
• Confident, hardworking, persistent