Financial/Insurance Advisor

Royal Palm NBO – Sun Life Philippines

We are looking for driven and purpose-led individuals to join our growing team of Financial Advisors at Royal Palm NBO. As part of Sun Life Philippines, you will play a vital role in helping Filipinos secure their future through personalized financial planning and insurance solutions.

Key Responsibilities

• Provide clients with expert guidance on life insurance, investments, and savings plans
• Build and maintain long-term client relationships
• Conduct financial needs analysis and propose suitable solutions
• Attend trainings, sales meetings, and development programs
• Achieve sales targets and deliver excellent client service

Qualifications

• Graduate of any course (fresh graduates or career shifters welcome)
• Strong communication and interpersonal skills
• Goal-oriented, self-motivated, an...