Sun Life of Canada Philippines - Coffee Tree NBOCandidate must possess at least a Bachelor's/College Degree or Senior High School Diploma in any course.Fresh Grad / Entry Level specializing in Sales - Financial Services (Insurance, Unit Trust, etc.) or equivalent.ResponsibilitiesA financial advisor has a range of responsibilities, all geared toward helping clients manage and grow their financial resources. Here's an overview of the key duties:Financial Planning: Create comprehensive financial plans that cover various aspects of a client's finances, including budgeting, savings, retirement planning, and estate planning.Investment Management: Recommend investment strategies and manage investment portfolios to align with the client's risk tolerance, goals, and time horizon.Risk Management: Assess clients' insurance needs and recommend appropriate coverage to protect against unforeseen events.Tax Planning: Provide guidance on tax-efficient strategies to minimize tax liabilities and maximize after-tax returns.Retirement Planning: Help clients plan for retirement by setting goals, evaluating savings plans, and recommending investment strategies to ensure a comfortable retirement.Estate Planning: Assist in planning the distribution of assets after death, including wills, trusts, and other estate planning tools to ensure the client's wishes are carried out.Debt Management: Advise on strategies to manage and reduce debt, including credit card debt, student loans, and mortgages.Client Education: Educate clients about financial concepts, investment options, and the impact of financial decisions to empower them to make informed choices.Monitoring and Review: Regularly review and adjust financial plans and investment portfolios to reflect changes in clients' circumstances or market conditions.Regulatory Compliance: Ensure that all advice and recommendations comply with relevant laws and regulations, including fiduciary responsibilities where applicable.Personalized Advice: Tailor financial advice to each client's unique situation, considering their individual goals, values, and preferences.Communication: Maintain regular contact with clients to update them on their financial status, discuss any changes, and answer questions.A successful financial advisor combines technical expertise with strong interpersonal skills to build trust and provide valuable, personalized financial guidance.Additional RequirementsMust have at least 1 Valid ID.Laptop/Desktop and/or iPad.Good Internet Connection.Additional InfoSalary between PHP 20,000.00 and PHP 60,000.00.Full Time and Part Time positions are available.
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