Sun Life Financial Advisor - lipa, Pilipinas - Sun Life - Diamond Sales Unit

Paglalarawan

Job Title:
Financial Advisor - Sun Life


About Us:
Join our dynamic team at Sun Life and embark on a rewarding career as a Financial Advisor.

Sun Life is a leading international financial services organization, committed to empowering individuals to achieve their financial goals and dreams.

With a rich history spanning over 150 years, we are dedicated to helping our clients secure their financial futures.


Position Overview:

As a Financial Advisor at Sun Life, you will play a crucial role in guiding individuals and families towards financial success.

This position offers an exciting opportunity to build meaningful relationships, provide expert financial advice, and make a positive impact on the lives of others.

Key Responsibilities:

Pass the Licensure exam:

Financial Advisors are licensed professionals, you are expected to undergo training and pass 2 licensure exams from the Insurance Commission of the Philippines.

Financial Consultation:
Conduct comprehensive financial assessments to understand clients' unique needs, goals, and aspirations.

Tailored Solutions:
Develop personalized financial strategies that align with clients' objectives, incorporating Sun Life's extensive product and service offerings.

Client Relationship Management:
Foster strong, long-lasting relationships with clients by providing ongoing support, regular reviews, and proactive communication.

Market Knowledge:
Stay abreast of financial market trends, product updates, and industry regulations to ensure informed and effective advice.

Networking:
Actively engage in networking activities to expand your client base and enhance your professional presence in the community.

Qualifications:

Licensed Financial Advisor:
Hold necessary licenses and certifications to provide financial advice (Life License Qualification Program, Mutual Fund License, etc.).

Customer-Centric Approach:
Demonstrate a genuine commitment to understanding and addressing clients' financial needs.

Communication Skills:
Strong verbal and written communication skills, with the ability to explain complex financial concepts in an accessible manner.

Sales Acumen:
Proven ability to identify opportunities, negotiate effectively, and close sales.

Ethical Conduct:
Uphold the highest standards of integrity and ethics in all client interactions.

Benefits:
Competitive compensation package with commission-based earning potential.
Comprehensive training and professional development opportunities.
Access to a range of employee benefits, including health and wellness programs.
Supportive and collaborative team environment.