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Financial Advisor
Sun Life Philippines
Posted
3 months ago

Metro Manila

Remote

PHP 20K

Intern Level

Part Time

Job Categories

Sales Finance Insurance Consulting Advisor

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Sema Summary

The role of a financial advisor involves selling insurance and providing financial planning services. It offers flexibility and the opportunity for high income based on performance.

About Company

Sun Life Philippines is a prominent financial services company offering a variety of insurance, wealth, and asset management solutions. It aims to assist Filipinos in achieving financial security and well-being.

Core Requirements

Bachelor's degree in any field
Excellent interpersonal skills
Willingness to learn
Willingness to take licensure exams
Must have a laptop and/or iPad

Responsibilities

Offer personalized financial planning and insurance solutions
Provide after-sales support and servicing
Attend necessary training and meetings
Learn basic financial management concepts
Advocate for financial literacy
Generate leads for potential clients
Follow up with prospects and clients

Benifits

Work anytime, anywhere
Commission-based high income potential
Monthly bonuses and incentives
Local and international travel incentives
Group life insurance, HMO, and retirement fund
Learning and development programs

Must Have skills

Sales skillsInterpersonal skillsCustomer serviceFinancial knowledgeProficiency with technology

Job Keywords

Financial AdvisorSalesInsuranceFinancial PlanningClient Support

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