Sun Life Financial Advisor | SST | Davao  

A Sun Life Financial Advisor has a primary mission of guiding people in creating their financial road map and achieving this into the future.

Integrity must be highly valued as we are will be involved in helping people achieve financial success.

Dedication is a Must because as a Sun Lifer a Financial Advisor will be Leading Clients Beyond Lifetimes.

This is considered a business and not a career. An Advisor is a Partner of Sun Life in helping Clients Achieve Lifetime Financial Security and Live Healthier Lives.

This can be done Part-Time or Full-Time.

Location of Operation: Financial Advisors can do this even from the comfort of their homes, wherever they are in the Philippines only and via the internet aside from face to face meetings.

Trainings and Meetings are mostly done online now so a good and secured internet connection is an advantage if not Essential.

Prospects and Clients: An Advisor can tap his natural market as his initial prospects and move on to extended families, friends, schoolmates, workmates and very importantly is one must be willing and able to do cold calls.

Primary Functions :

1. Look for Prospects

2. Communicate with Prospects and Clients via, face to face, phone calls, internet messaging, voice over IP and video calls

3. Conduct presentations to clients on topics of personal financial planning like Savings, Investing, Health Planning, Retirement, Income Protection, Business Insurance, and Estate Planning.

4. Close sales that would help clients achieve lifetime financial security.

5. Provide clients continuous support over his lifetime and beyond for the client's family and beneficiaries.

• Strong analytical and planning skills;
• Good communication and presentation skills;
• Excellent problem-solving skills;
• Must have Integrity
• Exhibit an Outgoing Personality
• Find a Fulfillment in Helping People