Financial Advisor | Team Altairian

Sun Life Financial - Diamond Tree NBO

  • Makati, Philippines
    3F, Makati, Metro Manila, Philippines
    Metro Manila
  • 30,000.00 - 120,000.00 PHP / monthPHP30,000.00120,000.0030,000.00MONTH
  • Part time
Posted 6 days ago and deadline of application is on 30 Jul
Recruiter was hiring 5 hours ago

Financial Advisor | Team Altairian

Sun Life Financial - Diamond Tree NBO

Job Description

  • Assess clients' financial needs and goals;
  • Set achievable financial goals;
  • Develop a realistic plan to meet those goals;
  • Understand how other programs may impact plans;
  • Help put plans into action;
  • Monitor investment plans regularly;
  • Prepare financial plans and check their accuracy;
  • Respond to prospective customer queries about financial planning;

Minimum Qualifications

  • Candidate must possess at least a Bachelor's/College Degree;
  • Preferably 1-4 years sales experience in any industry;
  • Fresh Graduates are welcome to apply;
  • Systematic and can work in fast-paced environment;
  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Willing to be trained;
  • Part-time positions available.

Perks and Benefits

  • Flexitime Flexitime
  • Life Insurance Life Insurance
  • Performance Bonus Performance Bonus
  • Retirement Benefit Plans Retirement Benefit Plans
  • Work from Home Work from Home
  • Unlimited Income Potential;
  • Free Local and International Travels;
  • Structured Training Programs;
  • Personal Development Workshops;
  • Financial Advisor Development (Professional Advisor Path/ Career Management Path);
  • Industry Accreditations (RFP, CWP, etc);
  • Target based incentives (Gadget, trips, gift certificates, fine dining, etc);
  • Rewards and recognition like no other;

Required Skills

  • Organizing and Planning
  • Presentation Skills
  • Interpersonal Skills
  • Problem Solving
  • Critical Thinking
  • Product Positioning
  • Rapport Building

Preferred Courses

  • Accountancy
  • Business Administration [Business Management]
  • Engineer

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Insurance and Investments
15 openings

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About Sun Life Financial - Diamond Tree NBO

Established in 1965, Sun Life Financial is one of the largest and oldest international life insurance companies in the world. Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life. To date, the company has grown to over 70 branches nationwide. The Diamond Tree Branch is a stronghold of new and seasoned financial advisors working together to serve our clients as we strive to make Sun Life the best insurance and asset management company in the country. Our branch is home to leaders and top performers within the company and across the entire industry, even attaining prestigious MDRT and GAMA memberships, recognized on both local and international levels. In harmony with Sun Life’s goal of becoming a “Partner for Life” to our clients, we at Diamond Tree Branch seek to fulfill this through the realization of our mission - to develop leaders, and to transform lives. Join us, and become a part of the revolution for a brighter life.