Financial Advisor

Sun Life of Canada Philippines, Inc. (Team Sphinx)

  • Makati, Philippines
    11F Bamboo NBO, 116 Gamboa, Makati, Metro Manila, Philippines
    Metro Manila
  • 50,000.00 - 100,000.00 PHP / monthPHP50,000.00100,000.0050,000.00MONTH
  • Part time
Posted 4 months ago and deadline of application is on 14 Jun
Recruiter was hiring a day ago

Job Description

The Work of A Financial Advisor

Financial advisors help clients create a financial roadmap through proper financial planning, This is to ensure their short and longterm goals are achieved. The work also entails recommending solutions like insurance and investment suitable to particular objectives in clients' respective life stages. In ensuring financial plans are executed well for the best interest of clients, client servicing through regular policy reviews are conducted. Sun Life advisors adhere to the Most Respected Advisor (MRA) core values of winning, professional, inspiring and caring.

Minimum Qualifications

The Ideal Profile of a Financial Advisor

We are looking for highly motivated, success-driven individuals who want to be in a working environment where professional and personal development is nurtured and work-life integraton is highly promoted. Ideal candidates with the following qualifications are welcome to apply. as full time or part time financial advisors of the country's no. 1 and longest-standing insurer - Sun Life.

  • Graduates of any 4 year college degree
  • Preferably with at least 2 years professional working experience
  • Sales and marketing background is an advantage but not required
  • Willing to be trained on the Sun Life financial advisory business
  • Good communication and presentation skills
  • Entrepreneurial and goal-oriented

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Housing Housing
  • Performance Bonus Performance Bonus

The Perks of A Sun Life Advisor

  • Earn unlimited income through commissions
  • Earn a unique monthly productivity bonus for consistent work
  • Build personal retirement via Agents Provident Fund
  • Experience awards and recognition both locally and internationally
  • Qualify to local and international travel incentives
  • Gain access to over 150 Sun Life offices nationwide
  • Get connected to digital sales tools making it easier to do the business
  • Experience unlimited learning opportunities via seminars, conventions, etc.
  • Experience professional and personal growth

Required Skills

  • Presentation Skills
  • Communication Skills
  • Empathy
  • Needs Analysis
  • Listening
  • Selling
  • Closing Sales

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Luz Building, Gamboa, Legazpi Village, Makati, Metro Manila, Philippines
Financial Services
40 openings

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About Sun Life of Canada Philippines, Inc. (Team Sphinx)

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. As the country’s first and longest-standing life insurer, we provide: - Financial planning and guidance - Life insurance products for every life stage - Investment products for individuals, families, and companies - Health-focused products with an innovative wellness community - Exceptional client-servicing WHO IS TEAM SPHINX? Team Sphinx is a formidable team of financial advisors with a common vision of lifetime prosperity as our way of life. We strive to embody Sun Life's MRA (Most Respected Agency) values of Caring, Professional, Winning and Inspiring. In doing so we stay true to our commitment to be Partners for Life.
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