Financial Advisor, Pasay

Here in Sun Life, you can be a Financial Advisor while keeping your full-time job. Youll have the chance to help secure your friends and familys life insurance, health insurance, investments, and other future cash benefits. Its a meaningful way to help others while also earning and learning.

Some of the benefits of being a Financial Advisor include time flexibility, extra income, career growth, and personal development. If youre interested in becoming one, message me and join our career preview on September 6?

• Provide personalized financial advice to clients.
• Assess clients' financial situations and goals.
• Develop customized investment strategies.
• Monitor portfolio performance and adjust plans as necessary.
• Educate clients on financial products and services.
• Build and maintain client relationships for long-term success.
• Stay updated on financial regulations and market trends.

• Educational Qualifications: Bachelors degree in Finance, Business, or related field.
• Experience Level: No experience required; training provided.
• Skills and Competencies: Strong interpersonal and communication skills essential.
• Working Conditions: Primarily office-based with some client meetings.
• Qualities and Traits: Trustworthy, proactive, and client-focused personality.