- Provide financial advice to clients in their short or long term financial goals.
- Respond to prospective customer queries about financial planning
- Explain the different products of the company to clients according to their needs
- Provide clients with specialist advice on how to manage their money
Financial Advisor - Leyte, Pilipinas - Sun Life Philippines
Sun Life Philippines
Leyte, Pilipinas
Natagpuan sa: Trabajos diarios PH C2 - 2 araw ang nakalipas
Paglalarawan
As a Sun Life Financial Advisor, you can help people plan for their future as you enrich your present.You are expected to do the following activites:
You will be trained to do all of this as we will be providing trainings and seminars before we code you as LICENSED Financial Advisor.