Deskripsi Pekerjaan
Are you looking for a career that offers the perfect balance of professional growth, financial freedom, and a sense of purpose? Sun Life is seeking motivated and driven individuals to join our team in Alabang as a Financial Advisor. As one of the world's leading financial services organizations, we empower our advisors to help clients achieve lifetime financial security and live healthier lives.
Whether you are a seasoned sales professional looking for a new challenge or an aspiring entrepreneur seeking a flexible schedule, this role provides the tools, training, and support to succeed. You will be instrumental in helping families protect their futures and reach their long-term financial goals through personalized solutions. Join a community that values your ambition and rewards your dedication to excellence.
Tanggung Jawab
- Conduct thorough financial needs analysis to provide tailored insurance and investment solutions.
- Build and maintain long-term relationships with clients through regular follow-ups and portfolio reviews.
- Develop a robust pipeline of prospective clients through networking, referrals, and professional outreach.
- Educate clients on various financial products, including life insurance, health insurance, and investment funds.
- Provide exceptional customer service to ensure client retention and satisfaction.
- Achieve individual and team sales targets while maintaining ethical business practices.
- Stay updated on market trends, industry regulations, and Sun Life's product enhancements.
Kualifikasi
- Bachelor’s degree in Business, Finance, Marketing, or any related field.
- Strong communication and interpersonal skills, with the ability to build trust easily.
- A results-driven mindset with the ability to work independently.
- Excellent presentation and negotiation skills.
- Professional appearance and a positive, customer-centric attitude.
- Proven experience in sales, customer service, or client relations is a distinct advantage.
- Must be willing to undergo professional licensing and continuous training.
- Tech-savvy with the ability to utilize digital tools for client management.