Financial Advisor | Full Time

Sun Life | Elizabeth Toribio

  • Makati, Philippines
    5th Ave, Post Proper Northside, Makati, Metro Manila, Philippines
    Metro Manila
  • Full time
Posted a month ago and deadline of application is on 13 Mar
Recruiter was hiring 2 hours ago

Financial Advisor | Full Time

Sun Life | Elizabeth Toribio

Job Description

Looking for a side gig, you can do online or face to face? Represents most respected and No. 1 Insurance Company in the Philippines.

We are looking to hire a financial advisor to join our team. The role of a Financial advisor is to provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs, and then securing a sale.

Advisor may specialise in particular products, depending on their clients, such as selling employee pension schemes to companies or offering mortgage, pension or investment advice to private clients. Others are generalists, offering advice to clients in all of these areas, as well as saving plans and insurance.

In order to give financial advice, advisor must have professional qualifications and follow strict financial industry rules. Which will be taught during your rookie days.

Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • College Degree
  • With a passion for helping people
  • With leadership skills or experience
  • Willing to be trained by Mentor
  • Willing to render time for virtual sessions and online trainings
  • Tech savvy with access to internet

Perks and Benefits

  • Flexitime Flexitime
  • Life Insurance Life Insurance
  • Performance Bonus Performance Bonus
  • Retirement Benefit Plans Retirement Benefit Plans
  • Work from Home Work from Home
  • Travel local and international all expense paid
  • Housing Loan
  • Car Loan

Required Skills

  • Social Perceptiveness
  • Sales and Marketing Knowledge
  • Business Analysis
  • Attention to Detail
  • Leadership skills
  • Speaking
  • Microsoft / MS Excel

Preferred Courses

  • Any course

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
5th Ave, 1634 Makati, Philippines
50 openings

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About Sun Life | Elizabeth Toribio

Ephesus Team is Under Ravens Tower Branch of Sun Life of Canada Phils. Sun Life of Canada Philippines, is the first and oldest Life Insurance Company in the Philippines operating for 125 years now. Nine years of consecutive No 1- Life Insurance Company in the Philippines. It’s publicly listed in 3 stock exchanges in the world – the Philippine Stock Exchange, New York Stock Exchange, and Toronto Stock Exchange. Sun Life Financial, a leading international financial services organization provides a diverse range of wealth accumulation and protection products and services to individual and corporate customers. Its advocacy is to help Filipinos achieve lifetime financial security and healthier lives.