Financial Consultant
Sun Life of Canada Philippines Inc.
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
- Analyze financial data to provide insights and recommendations.
- Develop financial plans tailored to client goals.
- Assist clients in investment strategies and asset management.
- Evaluate risk and provide risk management solutions.
- Stay updated on financial regulations and market trends.
- Build and maintain strong client relationships.
- Educational Qualifications: High/Senior High School diploma required.
- Experience Level: Previous experience in sales or financial services preferred.
- Skills and Competencies: Proficient in consultative and online sales, telemarketing, and futures sales; people-oriented with strong communication abilities.
- Responsibilities and Duties: Advise clients on financial products, develop sales strategies, and maintain client relationships.
- Working Conditions: Primarily office-based with potential remote work options and flexible hours.
- Qualities and Traits: Excellent interpersonal skills, resilient, persuasive, and goal-driven.
Arlene Superable
HR ManagerSun Life of Canada Philippines Inc.
Active within three days
Posted on 20 September 2025
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