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Sun Life Philippines

Financial Advisor

Sun Life Philippines

Posted

3 weeks ago

Manila, National Capital Region, Philippines

Remote

PHP 30K

Junior Level

Part Time

Match

Skills

Experience

Industry

Sema

Sema Summary

Sun Life Philippines is seeking a part-time Financial Advisor located in Manila. The role involves providing financial advice to clients, assessing their financial situations, and helping them achieve their financial goals. Candidates are expected to have a background in finance or sales, preferably with some experience in similar roles. This position is also remote, providing flexibility in work arrangements.

About Company

Sun Life Philippines provides financial services and is known for its strong commitment to helping clients achieve financial well-being.

Core Requirements

  • Bachelor's degree in finance or related field
  • Good communication skills
  • Sales experience preferred
  • Ability to work independently
  • Interest in finance and investment

Responsibilities

  • Provide financial advice to clients
  • Assess clients' financial situations
  • Help clients achieve financial goals
  • Develop customized financial plans
  • Build and maintain client relationships
  • Stay updated on financial products
  • Prepare financial reports and documentation

Must Have skills

Communication skillsSales skillsFinancial analysisCustomer serviceProblem solving

Nice To Have Skills

Time managementNegotiation skillsNetworkingPresentation skillsCRM software

Job Keywords

Financial AdvisorPart-timeSalesFinanceInsurance

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