Licensed Financial Advisor

Sun Life - Sequoia NBO: HYACINTH B.

  • Makati, Philippines
    5th flr, 6750 Building, Ayala Avenue, Makati City Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • 50,000.00 - 100,000.00 PHP / monthPHP50,000.00100,000.0050,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 30 Jul
Recruiter was hiring 12 hours ago

Licensed Financial Advisor

Sun Life - Sequoia NBO: HYACINTH B.

Job Description

  • Educate as many Filipinos in the Philippines to be financially literate;
  • Help Filipinos be equipped and prepared with their finances so that all will be able to achieve and realize their dreams and aspirations;
  • Become a licensed professional who will frequently communicate with clients to build a long-term, win-win relationship;
  • Make sure that the welfare of our clients will be taken cared of and all their needs will be addressed;
  • Give the best service to our clients by assisting them and responding to their needs and queries immediately.

Minimum Qualifications

  • Can work either Part Time or Full Time.
  • Knows how to handle Time Management.
  • Has an Entrepreneurial Mindset.
  • Preferably has a background in Sales / Finance
  • Adaptable, Coachable, Team player, Resilient
  • Believes in helping people
  • Believes in Financial Education/ Financial Literacy
  • Former Officer in the School Organizations / Professional Organization is a Plus Point.

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
  • Free Lunch or Snacks Free Lunch or Snacks
  • Performance Bonus Performance Bonus

Required Skills

  • Creative Thinking
  • Relationship Management
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Attention to Detail
  • Time Management
  • Communication Skills

Licenses and Certifications

  • Insurance Agent License

Preferred Courses

  • Entrepreneurship
  • Marketing
  • Banking & Finance

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
6750 Building, Ayala Avenue, Makati City Philippines
Financial Services, Protection and Investments
10 openings

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About Sun Life - Sequoia NBO: HYACINTH B.

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
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