Sun Life Financial Advisor | SST | Leyte
- Maasin, PhilippinesMaasin, Eastern Visayas, PhilippinesMaasinEastern VisayasPhilippinesPhilippinesTELECOMMUTE
- Full time
Educate his clients on the concepts of Personal Financial Planning
An Advisor must be able to present clearly the various potential solutions for clients to achieve their financial goals.
Conducts regular annual review of his clients' financial portfolio to keep his needs and protection updated.
Conduct one on one or small group discussions of financial fitness ways
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Preferably with experience in handling client objections
- Solutions finder
- Detailed and organized at work
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Performance Bonus
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