Virtual Financial Advisor | Part-time or Full-time
Sun Life of Canada
- Taguig, PhilippinesTaguig, Metro Manila, PhilippinesTaguigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱50,000.00 - ₱150,000.00 / monthPHP5000015000050000MONTH
- FreelanceCONTRACTOR
Job Description
A Virtual Financial Advisor helps clients choose investments and develop short- and long-term financial planning strategies. In this role, you typically do not meet your clients in person; you communicate with clients through phone calls, emails, video conferences, and chat applications.
Why should you become a Sun Life Financial advisor?
Get in the business of helping people
Being a Sun Life Financial advisor gives you the opportunity to make a difference in people’s lives by being their partner to financial freedom. A big portion of the population is still without any form of insurance and investment.
By providing relevant financial advice and guiding them along the way, you can help ensure their security and growth, and help them build a solid future for themselves and their loved ones.
It’s about giving your clients and families the best chance for a rewarding and financially-secure life.
Achieve work-life integration
As a Sun Life Financial advisor, you manage your own schedule. You can allocate your time with your family, engage in your passions, and even accommodate other professional endeavors – it’s all up to you.
Get great rewards and fulfill all your big dreams
Find more opportunities to #LiveBrighter by representing the top company in the life insurance industry. As a Sun Life advisor, you’ll become part of a group that enjoys
Competitive incentive package and earns more than its counterparts in the industry
- Health and insurance benefits
- Provident plan
- Participate in year-round sales contests which award qualifiers with local and international trips
- Cash bonuses and gift certificates
- And other exciting prizes
- Enjoy professional growth
Personal and professional advancement is highly valued in Sun Life. With our continuous learning and training programs, you can unleash your full potential and shine even brighter.
Choose a rewarding profession with a dynamic company that thrives in excellence. #LiveBrighter as a Sun Life Financial advisor.
As a Sun Life Financial Advisor, you can help people plan for their future as you enrich your present.
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Bachelor’s degree in Any course.
- We accept fresh graduates
- Willing to be trained (Sun Life offers Free trainings)
- Willing to take the Insurance Commission Exam
- Knowledge of securities and insurance industries is an advantage but not required.
- Critical thinker and problem-solving skills
- Team player
- Good time-management skills
- Great interpersonal and communication skills
- High integrity
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Stock Options
- Special Leave Benefits for Women
- Single Parent Leave
- Paid Holidays
- Medical / Health Insurance
- Legal Assistance Plans
- Paid Sick Leave
- Employee Discounts
- Performance Bonus
- Child Care Benefits
- Paid Vacation Leave
- Life Insurance
- Flexitime
- Paid Bereavement/Family Leave
- Transportation Allowances
- Maternity & Paternity Leave
- Medical, Prescription, Dental, or Vision Plans
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Milestone Bldg.,5th Ave. BGC, Taguig City