Job Description
Job Description
Overview
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.
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, and willing to learn
- Passionate about helping others achi...