Financial Advisor
Talentmate
Philippines
20th June 2026
2606-19902-23
Job Description
Description
- Provide personalized financial advice to clients based on their goals and financial situation.
- Develop and maintain strong client relationships through effective communication and support.
- Assist clients in choosing appropriate financial products such as investments, insurance, and retirement plans.
- Educational Qualifications:Bachelor's degree in Finance, Business, or a related field
- Experience Level:02 years
- Skills and Competencies:Strong communication, sales, and presentation skills
- Qualities and Traits:Detail-oriented, proactive, and client-focused
- Responsibilities and Duties: Ability to approach clients and tap new markets
- Working Conditions:Fast-paced and dynamic work environment
Job Details
| Role Level: | Entry-Level | Work Type: | Full-Time |
|---|---|---|---|
| Country: | Philippines | City: | Bulacan Central Luzon |
| Company Website: | https://www.sunlifegrepa.com/ | Job Function: | Finance |
| Company Industry/ Sector: |
Insurance | ||
What We Offer
About the Company
Searching, interviewing and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals doing one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.
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