Financial Advisor
Sunlife Financial Advisor - Almera U. Taneo
Job Description
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives
Perks Benefits
Annual Company Trip, Retirement Plan
Professional Development
Job Training
Work-Life Balance
Flexible Hours
Description
- Provide expert financial advice to clients on investment strategies.
- Analyze clients' financial situations and develop tailored plans.
- Conduct regular portfolio reviews and adjust strategies as needed.
- Stay updated on market trends and financial regulations.
- Build and maintain strong client relationships through exceptional service.
Requirements
- Educational Qualifications: High/Senior High School diploma.
- Experience Level: No prior experience required; training provided.
- Skills and Competencies: Proficient in wealth management, excellent interpersonal and communication skills, sales acumen.
- Working Conditions: Office environment with potential client meetings; flexible hours.
- Qualities and Traits: Strong analytical thinker, driven, trustworthy, and client-focused.
Almera Taneo
Financial AdvisorSunlife Financial Advisor - Almera U. Taneo
Replied 1 minute ago
Working Location
Makati
Posted on 10 July 2025
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Sunlife Financial Advisor - Almera U. Taneo
Unfinanced / Angel
501-1000 Employees
Insurance & Superannuation
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