Financial Advisor
Sun Life of Canada / London Pride Direct
- Taguig, Philippines12th floor, Picadilly Star, 4th Avenue, Taguig, Metro Manila, Philippines, Taguig, Metro Manila, PhilippinesTaguigMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job closed.
Job Description
Financial Advisor Job Description:
We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and a deep knowledge of all the latest financial products on the market.
Financial Advisor Responsibilities:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Minimum Qualifications
- Good communication skills
- Analytical and Strategic
- Good sales and presentation skills
- Team player
- Goal oriented
- Able to meet sales quota
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Picadilly Star, 4th Avenue, Taguig, Metro Manila, Philippines
- Industry
- Insurance
- Vacancy
- 100 openings
About Sun Life of Canada / London Pride Direct
We are Sun Life Financial Philippines
As a leading global financial services company based out of Canada, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate clients around the world.
Who we are
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