Financial Advisor - with work from homeAsmara Unit - Sun Life Financial
Workplace: Cebu
Salary: Agreement
Work form: Full time
Posting Date: 03/01/2026
Deadline: 22/10/2021
Sun Life Financial is not only about insuring lives. A financial advisor's job is not finish when a client purchases a policy or invests in the company, they are also the light that guides people in carrying out and making wise financial decisions as they journey across different life stages.
Get in the business of helping people
Achieve work-life integration
Get great rewards and fulfill all your big dreams
Enjoy professional growth
Job Description
Promote financial literacy
Provides solution that helps clients prepare for their future and protect their families from risks
Active prospecting of potential clients
Discuss with clients their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
Managing and updating client portfolios and checking clients regularly to discover changes in their financial status.
Building and maintaining your client base.
Workbank
Get in the business of helping people
Achieve work-life integration
Get great rewards and fulfill all your big dreams
Enjoy professional growth
Job Description
Promote financial literacy
Provides solution that helps clients prepare for their future and protect their families from risks
Active prospecting of potential clients
Discuss with clients their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
Managing and updating client portfolios and checking clients regularly to discover changes in their financial status.
Building and maintaining your client base.
Workbank
Other Info
Cebu City, Cebu
₱50,000-60,000 per month
Permanent
Full-time
₱50,000-60,000 per month
Permanent
Full-time
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Asmara Unit - Sun Life Financial
About the company
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