Financial Advisor
Sun Life Grepa Financial
- Makati, PhilippinesSen Gil Puyat, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Expired 10 months ago
2023-07-01T06:15:49.763445+00:00Job Description
- Meet with clients in person to discuss their financial goals
- Explain the types of financial services they provide to potential clients
- Educate clients and answer questions about investment options and potential risks
- Recommend investments to clients or select investments on their behalf
- Help clients plan for specific circumstances, such as education expenses or retirement
- Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having children
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Work under pressure
- Approachable
- Confident and resilient personality
- Willing to be trained
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Sen Gil Puyat
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About Sun Life Grepa Financial
Sun Life Grepa Financial, Inc. is a joint venture company borne out of a partnership between the Yuchengco Group of Companies and Sun Life Financial-Philippines.
The joint venture agreement, signed on October 24, 2011, involves Sun Life's acquisition of 49% of Grepalife which in turn enters into an exclusive cooperation agreement with the Rizal Commercial Banking Corporation (RCBC). This agreement with RCBC allows Sun Life to gain access to the bank's extensive sales network of over 350 branches and over 2.5 million customers nationwide. Sun Life Grepa Financial shall operate as a separate entity from Sun Life Financial-Philippines.
As it is a union of two strong brands, Sun Life Grepa Financial, Inc, (SLGFI) is envisioned to bring out its full potential and rank among the top players of the life insurance industry. Afterall, it comes from a merging of distinct brand personalities which have their own strengths and global recognitions.
Grepalife was established in 1954 and has evolved to be one of the industry's leaders. It is the flagship life insurance firm of the Yuchengco Group of Companies (YGC), one of Southeast Asia's largest conglomerates with over 90 companies, spanning diverse business interests such as banking, insurance, automotive dealership, construction and engineering, education, travel services, information technology, arts and culture, and marketing services.
Sun Life Financial, on the other hand, has been a top player in the Philippine market for over 117 years now and has continued to be so despite changes in the competitive landscape. As the company sustains its leadership in the country, it has put a lot of effort into growing its distribution network to help even more Filipinos achieve lifetime financial security.
Sun Life Financial-Philippines is a member of the Sun Life Financial group of companies, a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers. Tracing its roots back to 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda.