• Provide personalized financial planning and investment advice.
• Analyze clients' financial situations to develop tailored strategies.
• Educate clients on insurance products and investments.
• Maintain strong client relationships and offer ongoing support.
• Stay informed about industry trends and regulations.
• Participate in team meetings and training sessions to enhance skills.

Sun Life of Canada Philippines - Pacific Swift Unit is dedicated to empowering clients through comprehensive insurance and superannuation solutions, fostering financial security and peace of mind.

• Educational Qualifications: Minimum of a High School diploma or Senior High School degree; relevant certifications preferred.
• Experience Level: Entry-level, sales experience is an advantage but not required.
• Skills and Competencies: Excellent communication abilities, ability to adapt, and willing to learn.
• Responsibilities and Duties: Provide financial advice, develop client portfolios, and manage investments.
• Working Conditions: Primarily home-based with some client meetings; flexible hours may be required.
• Qualities and Traits: Detail-oriented, trustworthy, and proactive in client engagement.