Job Description
Are you looking for a career that offers both personal fulfillment and professional growth? Sun Life is seeking a motivated and purpose-driven Financial Advisor to join our team in Alabang. At Sun Life, we don't just sell insurance; we help Filipinos achieve lifetime financial security and live healthier lives.
As a Financial Advisor, you will have the flexibility to manage your own schedule, whether you are looking for a part-time venture or a full-time career transition. You will be provided with industry-leading training, digital tools, and a supportive ecosystem to help you build and manage your portfolio. If you have a passion for helping people, a drive for sales, and a desire to make a meaningful impact, this role is for you.
Responsibilities
- Conduct comprehensive financial needs analysis for potential and existing clients.
- Develop and present customized financial solutions including life insurance, investment plans, and retirement strategies.
- Maintain long-term relationships with clients through regular reviews and professional guidance.
- Actively prospect and network to expand your client base within Metro Manila and beyond.
- Attend regular product training and professional development workshops to stay updated on market trends.
- Provide exceptional customer service and assist clients with policy management and claims processing.
- Adhere to industry compliance standards and ethical practices in all professional dealings.
Qualifications
- Bachelor’s degree in any field; background in business, marketing, or finance is an advantage.
- Excellent communication and interpersonal skills, with the ability to build rapport quickly.
- Strong problem-solving abilities and a genuine desire to help others secure their financial future.
- Highly self-motivated, goal-oriented, and capable of working with minimal supervision.
- Willingness to learn and adapt to a fast-paced, sales-driven environment.
- Professional demeanor with a high level of integrity and ethical standards.
- Previous experience in sales, customer service, or banking is preferred but not required.