Financial Advisor

Sun Life Philippines - Red Sycamore NBO

  • Pasig, Philippines
    22nd Floor, 30 Meralco Avenue , Pasig, Metro Manila, Philippines
    Metro Manila
  • 30,000.00 - 150,000.00 PHP / monthPHP30,000.00150,000.0030,000.00MONTH
  • Full time
Posted a month ago and deadline of application is on 30 Mar
Recruiter was hiring 35 minutes ago

Job Description

  • Assess client's financial needs and create future financial solutions.
  • Assist in developing sound and realistic financial plans.
  • Proactively market different investment instruments to prospective client's and family members.
  • Conducts a regular financial planning services and policy reviews to individual clients.
  • Regularly attends financial planning seminars and workshop related to market field conducts.

Minimum Qualifications

  • At least a University Graduate or Fresh Graduate
  • Strong analytical and planning skills
  • Good communication and presentation skills
  • Excellent problem-solving skills
  • Goal-oriented
  • Coachable and willing to be trained
  • Can work independently
  • Family-oriented individuals
  • Very pro-active

Perks and Benefits

  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Housing Housing
  • Company Car Company Car

Preferred Courses

  • Accounting

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
30 Meralco Ave, Pasig, 1605 Metro Manila, Philippines
50 openings

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About Sun Life Philippines - Red Sycamore NBO

Red Sycamore NBO is a refreshing mix of tenured golden generation and younger generation Financial Advisors and Unit Managers from the country’s number 1 insurance company: Sun Life Financial. The team leverages from the experiences and expertise of the incumbent multi-awarded tenured advisors who have been in service for 25 years and more. Yet it continues to evolve as it welcomes millennials and Gen Zs on its workforce and reward them regardless of age or tenure. An epitome of strength, reliability and clarity as the branch tree implies, its team members work together to integrate consistent development and expansion. Building an environment whose values are grounded in: - Excellence and Grit - Engagement and collaboration - Open for feedback - Growth and inspired action
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