Certified Financial Planner | Ortigas  

We are looking for professionals who are goal-driven to join our team of dynamic, hardworking individuals who will help us spread financial literacy among Filipinos. This career offers flexible hours, a lucrative income, encouraging work environment, and a lot of growth opportunities.

Main Duties:

• Identify the financial needs of clients and provides recommendations.
• Provide Financial Planning using accredited tools provided by Sun Life
• Asking the right questions to identify expected / current financial challenges
• Give recommendations to solve the client’s current and future financial needs
• Establish a lifetime service to clients and their family
• What we offer:
• Flexible working schedule and location
• Unlimited earning potential
• Performance-based income (Commission-based Monthly and Quarterly bonus)
• Travel Incentives
• Insurance and subsidized HMO
• Rewards and Recognition
• Training for continuous learning
• Hyper-fast promotion/career growth

• Candidate must possess at least a Bachelor’s Degree in any field
• Willing to attend Zoom training and seminars on Financial / Insurance Practices
• Passionate and committed
• Team player
• Willing to adapt to change
• Strong analytical and planning skills;
• Good communication and presentation skills;
• Excellent problem-solving skills;