Wealth Manager

Sunlife 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 Advisor, 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 relationships
- Assess clients' financial situations and provide tailored financial advice
- Develop and implement comprehensive financial plans
- Monitor clients' financial progress and adjust plans as necessary
- Stay up-to-date with financial products, market trends, and regulatory changes
- Conduct regular reviews with clients to ensure their financial goals are on track
- Provide exceptional customer service and support

Skills and Qualifications:
- 20-45yrs old
- must be residing within NCR only
- Strong interpersonal and communication skills
- Ability to build trust and rapport with clients
- Detail-oriented with strong analytical skills
- Self-motivated and goal-oriented
- Excellent problem-solving abilities
- Ability to work independently and as part of a team

Expected hours: 20 – 40 per week

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

Schedule:
Monday to Friday

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