Financial Advisor | pasigEvergreen New Business Office, Sycamore Sales Team, Sun Life of Canada, Philippines, Inc.

Job Description
As a Financial Advisor, you get to meet a lot of people and be able to help them achieve better and healthier lives through financial planning.
Your role as an advisor requires:
Assessing and reviewing the client's current financial situation
Identify needs & priorities of clients & help them uncover reasons for needing life insurance
Advise an appropriate financial plan fit to client's needs, to look out for both capacity to be healthy & means to be wealthy.
Offering solutions and dedicated plan based on the needs, such as savings and investment, life and health insurance, education and retirement fund, estate planning.
Minimum Qualifications
We are looking for individuals who are goal-driven, hardworking, and highly motivated that values work-life balance and professional growth. This career offers flexible hours, rewarding compensation, and opportunities to travel the world for Free!
At least Bachelor's Degree in any field
Willing to attend trainings and seminars on Financial/Insurance Practices
Highly engaging with good interpersonal skills
Good communication & presentation skills
Strong analytical and planning skills
Excellent problem-solving skills
Owns a laptop or iPad with a stable internet connection for a work from home set-up
Sales and marketing background is a strong advantage
*Part time or full time are welcome!