Financial Advisor - With Work From Home

Sun Life Financial is not only about insuring lives. A financial advisor’s job is not finish when a client purchases a policy or invests in the company, they are also the light that guides people in carrying out and making wise financial decisions as they journey across different life stages.
Get in the business of helping people
Achieve work-life integration
Get great rewards and fulfill all your big dreams
Enjoy professional growth

Job Description
Promote financial literacy
Provides solution that helps clients prepare for their future and protect their families from risks
Active prospecting of potential clients
Discuss with clients their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
Managing and updating client portfolios and checking clients regularly to discover changes in their financial status.
Building and maintaining your client base.