Financial Advisor

Sun Life of Canada (Philippines), Inc. | Astrantia Unit - BGC, Taguig

  • Taguig, Philippines
    12th Floor, Taguig, Metro Manila, Philippines
    Metro Manila
  • 30,000.00 - 100,000.00 PHP / monthPHP30,000.00100,000.0030,000.00MONTH
  • Full time
Posted a month ago and deadline of application is on 7 Dec
Recruiter was hiring 13 days ago

Job Description

Be a highly-valued and well-rewarded financial awareness advocate as you work with the No.1 global financial services company in the country.

Manage your own flexible work schedule, attain professional and personal growth while earning substantial commissions, monthly bonuses, and other incentives.

Fulfill your purpose in helping clients and their families achieve a financially secure future, and help yourself and your own family in the process.

A Financial Advisor on our team is expected to:

  • Conduct financial wellness discussions with individual and corporate clients to analyze their specific needs
  • Design a customized plan to address their goals
  • Commit to building lasting client relationships with excellent service

Minimum Qualifications

  • Based in Metro Manila
  • Goal-oriented and self-driven
  • Adept in communication and presentation
  • Can work in a high pressure environment
  • Able to work with others as a team player
  • Willing to take licensure exams
  • Can commit to attending skills-training sessions
  • Fresh graduates and part-timers are welcome

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Paid Holidays Paid Holidays
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Productivity-based monthly bonuses
  • Local and international travel incentives
  • Free trainings

Required Skills

  • Organizing and Planning
  • Relationship Management
  • Presentation Skills
  • Persuasion and Negotiation
  • Customer Service

Licenses and Certifications

  • Insurance Agent License

Jobs Summary

Job level
Fresh Grad / Entry Level
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
27th corner 4th St. BGC
Insurance and Investments
8 openings

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About Sun Life of Canada (Philippines), Inc. | Astrantia Unit - BGC, Taguig

As the country's first and longest-standing insurance organization, Sun Life's mission is to help as many individuals achieve lifetime financial security through its diverse insurance and wealth management offerings. At Astrantia Unit, our client's needs are at the core of our service as we journey with them towards the Brighter Life; and the wellness, professionalism, and integrity of our Advisors are of utmost importance as these are the qualities that shall lead them to success.