Financial Advisor

Description

This is a remote Financial Advisor role. The Financial Advisor will be responsible for providing financial planning and guidance, retirement planning, financial advisory, and investment advice to individual and corporate clients. 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:

• 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

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.

Location
Manila
Type of employment
  • Full time
  • Part time

  • Category
  • Banking & Finance
  • Consultancy, Analysis & Evaluation
  • Healthcare
  • Childcare & Social workers
  • Insurance

  • Languages
  • Filipino
  • English

  • Education
  • University (tertiary)

  • Years of experience
    Contract type
  • Fixed-term contract
  • Permanent contract

  • Employer
  • Company

  • Suitable for
  • Freshly graduates
  • Students
  • Handicapped people
  • Locals only

  • Expiry date
    Date Post:
    04-03-2024 10:55:58
    (#5561)