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Financial Consultant

Company

Sun Life Philippines Bahada

Location

, davao del sur, philippines, Philippines

Type

Full-time

Job Description

  • Provide financial advice and guidance to clients on a range of topics, including investments, retirement planning, and insurance.
  • Develop and implement financial plans tailored to clients' individual needs and goals.
  • Build and maintain relationships with clients, providing ongoing support and guidance.

Requirements:

  • Education: Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
  • Experience: Previous experience as a financial advisor or in a similar financial services role is preferred.

Personal Attributes:

  • Strong analytical and problem-solving abilities.
  • Ability to work independently while maintaining a team-oriented mindset.
  • Ethical with a strong commitment to client confidentiality and fiduciary responsibilities.
  • Driven, goal-oriented, and proactive in pursuing new business opportunities.

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