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Hello! We are Great Griffin Sales Team - Sun Life Financial from Makati City and we are looking for a Financial Advisor - Makati City | South Area.
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Job Description

Job Description

  • Help clients plan for their long-term and short-term financial goals
  • Recommend investment and protection products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
  • Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning and other tasks quoted to client
  • Decide how to build your practice by choosing your clients and the markets you want to pursue
  • Solicit clients actively via telephone, mail, referrals, etc.
  • Comply with all industry rules and regulations

Job Qualification

Minimum Qualifications

  • Strong analytical and problem-solving skills
  • High degree of energy, motivation and ability to set own goals/priorities
  • Team player but able to work independently
  • Trustworthy, reliable and responsible
  • Organized, detail oriented
  • Has keen eye on details
  • Can work Full Time or Part Time
  • Confident with good communication and presentation skills
  • Highly sociable
  • Self-motivated, goal-oriented and result-oriented.
  • Preferably has background in sales, but not a requirement
  • Driven to achieve

Benefits

Group Life Insurance
Retirement Benefit
Flexi-schedule
Performance Bonus
Financial Advisor - Makati City | South Area from Great Griffin Sales Team - Sun Life Financial
Get To Know

Great Griffin Sales Team - Sun Life Financial

About Great Griffin Sales Team - Sun Life Financial

Our Vision Statement: "A joy to Advisor's heart and a smile to Manager's face."

Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life. As the country’s first and longest-standing life insurer, we provide:

 - Financial planning and guidance 

- Life insurance products for every life stage 

- Investment products for individuals, families, and companies 

- Health-focused products with an innovative wellness community 

- Exceptional client-servicing

See more
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