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Sun Life Philippines

Financial Advisor

Sun Life Philippines

Posted

last week

Metro Manila

Remote

PHP 20K

Intern Level

Part Time

Match

Skills

Experience

Industry

Sema

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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