Philippines

Financial Advisor, San Juan

Financial Advisor, San Juan
Description

Sun Life Financial Advisor

Take the next step in your career with Sun Life! As a Financial Advisor, youll enjoy a rewarding and purpose-driven role helping clients achieve financial securitywhile gaining independence, growth opportunities, and unlimited income potential.


Key Responsibilities:

  • Guide clients in making informed financial decisions
  • Develop and implement personalized financial plans
  • Recommend suitable insurance and investment solutions
  • Build and maintain strong client relationships


Qualities & Traits:

  • Self-motivated, disciplined, and goal-oriented
  • Strong communication and relationship-building skills
  • Proactive, eager to learn, and adaptable


Qualifications:

  • Must be a Bachelors Degree holder / College graduate
  • Excellent interpersonal and communication skills
  • Willing to take the licensure exams (Insurance Commission)
  • Open to learning and undergoing training
  • Flexible with work arrangements (part-time or full-time)


Experience Level:

  • Sales background is an advantage


Working Conditions:

Full-time | Part-time | Hybrid | Work from Home | Freelance


If you are driven to succeed and passionate about making a difference, apply now and lets discuss this opportunity.

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Financial Advisor has been posted in the San Juan Accounting, Financing & Banking category on Locanto.

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