Financial Advisor - Fast Hire

Financial Advisor - Fast Hire
Company:

Sun Life Financial Philippines


Details of the offer

We are searching for an expert Financial Advisor to join our passionate team at Sun Life Financial Philippines in Pasay.
Growing your career as a Full Time Financial Advisor is an amazing opportunity to develop relevant skills.
If you are strong in adaptability, teamwork and have the right experience for the job, then apply for the position of Financial Advisor at Sun Life Financial Philippines today!

Job Description:Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure a constant flow of sales.Proactively approaches prospective clients through face-to-face invitations, online messaging tools, or call-outs to secure appointments on a regular and constant basis.Conducts needs-based interviews with clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goals.Analyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits clients' needs.Provides a thorough discussion on the different financial solutions for investment, estate planning, protection, education, and investment and guides clients in making an informed decision.Ensures customers' complete understanding of their major financial decision and discusses their full responsibility over the plan.Assists clients with any plan-related transactions and gives prompt and accurate responses to clients' inquiries.Must be willing to learn and adapt to the ever-changing financial needs of clients Benefits of working as a Financial Advisor in Pasay:
? Company offers great benefits
? Company offers career progression opportunities
? Competitive salary


Source: Grabsjobs_Co

Job Function:

Requirements

Financial Advisor - Fast Hire
Company:

Sun Life Financial Philippines


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