Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of sales.
Proactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basis.
Conducts needs-based interviews to clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goals.
Analyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client’s needs.
Provides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decision.
Ensures customer’s complete understanding of their major financial decision and discusses their full responsibility over the plan.
Assists clients on any plan-related transactions and gives prompt and accurate response to client’s inquiries.
Must be willing to learn and adapt to the ever changing financial needs of clients.

Perks of being a Financial Advisor:

Open for:

Send your latest CV/Resume to: mwadieduc@gmail.com

FB: Pat Barretto Erni

Company Details: ” Sun Life of Canada (Philippines), Inc. “. Double Dragon West, Pasay City, Philippines.
Who We Are: Sun Life in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life. In 1895, Sun Life Financial began its operations in the Philippines through the representation of the H.J. Andrews and Co., a British trading firm. Throughout the Philippine Revolution, Sun Life Philippines experienced continuous growth; and by its 125th year in the country, the company posted huge growth while planting the seeds of financial protection in the island.

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