Sun Life financial advisors help clients build financial strategies and achieve their goals through personalized financial solutions. Their responsibilities include:Meeting with clientsReview clients' financial goals and current situation, and gather information about their needsProviding adviceOffer guidance on insurance and investments, including life and health insurance productsCreating plansHelp clients build a financial roadmap to achieve their goals, such as retirement or college planningImplementing strategiesManage financial strategies, regularly reviewing and adjusting clients' portfoliosCommunicatingPresent financial reports, proposals, and investment strategies to clients, and build long-term relationships through consistent communication and trust-buildingEnsuring complianceEnsure compliance with industry regulations, ethical standards, and company policies

Handles and coordinate All stores/branches (close to 50 branches)Managing and maintaining data integrity in Sales TeamsCoordinating and scheduling sales training and eventsManaging sales enabling tools and technologiesEstablishing communication with sales teams to gather feedback and ensure they have the necessary toolsMonitor All Repair & maintenance coordinationNew store set upSales promotion executionMonitor sales performanceCoordinate stores requirements to admin departments (purchasing, engineering & HR)Conduit officer of Sales(branches) to admin department(accounting, purchasing, HR, Engineering, Warehousing & Security)

Handles and oversees ALL operations to payroll and client relationsmanage recruitment and deployment of all staff to clientsPrepare and monitor time sheets of staff deployed to all clientsManage all billing and collectionMake sure good Client relationshipPrepare and check all payroll of staffsTrain and orient all staff for deploymentDevelop strategic plan for optimized productivityReview and improve organizational effectiveness by developing processes, overseeing employees, establishing a highly motivational work environment, and implementing innovative changesAdhere to company standards for excellence and qualitySeek out opportunities for expansion and growth by developing new business relationshipsProvide guidance and feedback to help others strengthen specific knowledge/skill areas

Analyze records: Review company records and financial documents for issues like fraud, compliance concerns, and data inaccuraciesEvaluate systems: Assess the effectiveness of risk management systems, internal controls, and financial reporting processesIdentify discrepancies: Look for potential inefficiencies and discrepanciesProvide recommendations: Suggest ways to improve processes and prevent errors, fraud, or regulation breachesShare findings: Share best practices and findings with relevant departmentsMaintain policies: Keep a master inventory of the company's policies, practices, and processesAdvise management: Offer objective advice to all levels of management to help the company improve continuously