Work from Home Licensed Financial Advisor
Unlimited Income Potential
College Level | minimum 6 months work experience
Part-time | Full-time
The company, Sun Life of Canada (Philippines), Inc. ? Grand Elm New Business Office
Sun Life of Canada (Philippines), Inc. the first and longest-standing life insurer in the Philippines. Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives. This year, Sun Life is marking its 127th anniversary in the Philippines with the theme "Beyond Lifetimes," as a testament to its longevity in the country and to reiterate Sun Life's commitment to its purpose of helping Filipinos achieve lifetime financial security and live healthier lives.
We remain the No. 1 life insurance company in the Philippines in 2021,retaining the top spot for the 11th consecutive year.
Sun Life Financial is not only about insuring lives. A financial advisor's job doesn't finish when a client signs up a policy or invests in the company, they are also the light that guides people in carrying out and making wise financial decisions as they journey across different life stages.
As a Financial Advisor, your job is to help clients make well-informed choices for building and protecting savings. You will be well-trained and well-equipped with a good foundation laid for you to stay committed to assisting clients to reach their financial goals.
**Responsibilities**:
Assess the client's current financial situation, and develop a realistic
plan to meet those goals.Help clients put the plan into action.
Monitor investments against clients, plan regularly and help them revise the client's plan as their needs change.
Attend meetings, events, and training to keep abreast of the latest market developments
Report and provide feedback to the field manager
Meet personal productivity targets
Qualifications:
College level or Graduate of any four years course
With at least 6 months of work experience
Computer use competency with access to a stable internet connection
Highly coachable and eager to succeed
Experience in field sales is not required but a plus.
With entrepreneurial mindset
Excellent communication, negotiation, interpersonal, and time management skills are a must
Additional Details:
Applicants with experience can be offered a managerial position
Career-motivated individuals are welcome
Introverted individuals who wanted more for themselves
Perks and Benefits:
100% work-from-home arrangement during a pandemic
Attractive commission-based remuneration package and unlimited earning potential
Local and International travel opportunities
An open culture where leaders listen to feedback
Strong and guided training and support provided
Fast-track career development
If you are hardworking, hungry for success, and desire a comfortable life, we will invest our time in you to make you successful!
Applications must have a cover letter to be entertained.
