Financial Advisor

Company Description

We are one of the top branches of Sun Life of Canada Philippines, a trusted company standing since 1895, now 130 years in the country, providing solutions to clients for a healthier and wealthier lives.

Role Description

This is a part-time hybrid role for a Financial Advisor at Sun Life PH - Hyperion NBO, located in Makati with some work from home opportunities. The Financial Advisor will be responsible for analyzing clients financial goals, developing comprehensive financial plans, advising clients on investments, retirement planning, health insurance, estate planning and other financial services. The role requires continuous client interaction to ensure their financial goals are met, providing tailored solutions according to their needs, and staying updated with financial market trends.

Qualifications

Preferably Bachelor's degree in

Marketing, Business, Finance, Education

or related fields

At least 2 years work experience

• Knowledge in basic Finance and Investments
• Excellent interpersonal and communication skills
• Ability to work both independently and as part of a team
• Prior experience in a similar role is considered an advantage

Skills in Sales and Customer Service a plus