financial Consultant i bulacanEvergreen 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, to be able to present an appropriate financial plan.
• Discussing and explaining the different types of financial services available and that are fit to their needs.
• Offering solutions such as money and wealth management, savings and investment, life and health insurance, education and retirement fund, estate planning.
• Consistently and continuously monitoring the client's financial status to ensure that their short and long-term goals are achieved.
All these can be done at the comfort of your home as remote/online selling is now allowed ensuring you and your client's safety. This will also allow you to reach and help more people in different parts of the country.
Minimum Qualifications
We are looking for individuals who are goal-driven, hardworking and have a strong desire for professional and personal growth. People who have the heart to help and would like to make an impact in the lives of others. We are advocates of financial literacy and we help Filipinos plan for their future.
Candidate must:
At least have a Bachelor's/College Degree
Owns a laptop or iPad with a stable internet connection for a work from home set-up
Willing to be trained
Strong analytical and planning skills
Good communication and presentation skills
Part-time positions are available
Preferably 1-3 years work experience in any field
*We only entertain and accept serious and responsive applicants