Financial Coach

Sun Life of Canada (Philippines) Inc. is a leading financial services company dedicated to helping our clients achieve lifetime financial security and live healthier lives. We are committed to fostering a positive and dynamic work environment, where you can grow your career and make a meaningful impact.

Lead generation, as a Financial Coach, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals, and ensuring they are prepared for every stage of their financial journey. You will work closely with clients to develop personalized financial plans, offer investment advice, and provide ongoing support and guidance.

Key Responsibilities: Build and maintain strong client relationshipsAssess clients' financial situations and provide tailored financial adviceDevelop and implement comprehensive financial plansMonitor clients' financial progress and adjust plans as necessaryStay up-to-date with financial products, market trends, and regulatory changesConduct regular reviews with clients to ensure their financial goals are on trackProvide exceptional customer service and support Skills and Qualifications: Bachelor's degree/ equivalent in level of education20-45yrs oldStrong interpersonal and communication skillsAbility to build trust and rapport with clientsDetail-oriented with strong analytical skillsSelf-motivated and goal-orientedExcellent problem-solving abilitiesAbility to work independently and as part of a team
Job Types: Full-time, Part-time, Fresh graduate

Pay: Php20,000.00 - Php25,000.00 per month

Expected hours: 20 – 40 per week

Benefits:
Company events
Flexible schedule
Health insurance
Life insurance
Work from home

Supplemental Pay:
Commission based Salary
Anniversary bonus
Bonus pay
Performance bonus
Quarterly bonus
Yearly bonus
Monetary Incentives