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Financial Advisor / Insurance Advisor

Keywords / Skills : Financial Advisor, Financial Consultant, Insurance Advisor, Insurance Agent, Financial Planning, Insurance coverage, financial advice, Life Insurance Advisor, Insurance Consultant Or Counselor

1 - 5 years
Posted: 2019-06-28

Job Description
Functions: A Financial Advisor gives opportunity to make a difference in people’s lives by being their partner to financial freedom. Provides relevant financial advice and guiding client along the way, helping to ensure their security and growth, and help Client build a solid future for themselves and their loved ones. It’s about giving your client and their families the best chance for rewarding and financially-secure life. The opportunities are endless. 

Job Responsibilities: 
  • Provide sound financial advice to understand financial needs of individuals 
  • Offering diverse products that serves as vehicles in ensuring security and growth of finance
  • Helping to secure the future individual loved one during uncertainties
  • Building trusting relationship with individual Clients
  • Teaching awareness on financial security of each individual Clients. 

Job Qualifications:
  • Graduate of any course
  • Highly Driven and Motivated
  • Trainable and willing to learn new skills
  • Capable of Leading a Team
  • People oriented/ Good communications
  • Willing to work Fulltime or part time

  • Travel local and International all expense free
  • Flexible compensation
  • With HMO Benefits 
  • Car Loan/ Housing Loan 
  • Free Insurance 
  • Retirement Benefits 

About Company


About Toribio, Villota, dela Cruz & Co. (TVC & Co. CPA’s)

Our Organization TVC & Co., CPA’s is a professional partnership – we also represent Sun Life Financials, the No. one Insurance & Investment Co. in the Philippines.

Our branch named Cottonwood and our unit named Brisbane Unit
Sun Life of Canada Phils, is the first and oldest Life Insurance Company in the Philippines operating for 124 years now. Eight years consecutive No 1- Life Insurance Company in the Philippines. It’s publicly listed in 3 stock exchanges in the world – the Philippine Stock Exchange, New York Stock Exchange, and Toronto Stock Exchange.

Sun Life Financial, a leading international financial services organization provides a diverse range of wealth accumulation and protection products and services to individual and corporate customers.

Its advocacy is to help Filipinos achieve lifetime financial security and healthier lives.
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