Financial Professional

Há 5 dias


São Paulo, São Paulo, Brasil SUN LIFE GREPA FINANCIAL INC. Tempo inteiro

About the Role:

We are seeking a highly motivated and results-driven Financial Sales Executive to join our team at SUN LIFE GREPA FINANCIAL INC. As a Financial Sales Executive, you will be responsible for conducting needs-based interviews with clients to provide sound and holistic financial advice and solutions on investment, estate planning, protection, and education that best suits clients' needs toward their long-term financial goals.

Key Responsibilities:

  • Conduct needs-based interviews with clients to understand their financial goals and objectives
  • Provide sound and holistic financial advice and solutions on investment, estate planning, protection, and education
  • Develop and implement customized financial plans to meet clients' needs
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being

What We Offer:

  • Free trainings and learning sessions to enhance your skills and knowledge
  • Flexible working hours to accommodate your needs
  • Travel incentives for local and international trips
  • Above-average incentive package to reward your performance

Requirements:

  • No experience needed; open to fresh graduates
  • Willing and able to attend trainings and learning sessions
  • Individuals who are open to taking the role for part-time/full-time

Benefits:

  • Flexible schedule to balance work and personal life
  • Opportunities for promotion to advance your career
  • Work from home options to increase productivity

Supplemental Pay:

  • Bonus pay for outstanding performance
  • Commission pay for meeting sales targets
  • Performance bonus for exceeding expectations

Experience:

  • Sales experience: 1 year (preferred)


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