JULIET P. DUMPAYAN Field Manager - Financial Advisor at Sun Life of Canada (Phils.), Inc. / Sun Life Asset Management Co., Inc. >>Public Company listed in the Philippine Stock Exchange (PSE), Toronto Stock Exchange (TSE), and New York Stock Exchange (NYSE) under the ticker symbol SLF. Has 10,001+ employees. An elite in the Financial Services industry.) What i do here: Recruits, develops and leads teams of financial advisors and managers who competently and passionately carry on the mission of financial freedom for Filipinos. >>As financial advisors, we help people achieve financial security. We assist clients in creating, implementing and reviewing their financial road maps and offer them Sun Life financial solutions. >>In the provincial areas where we operate, we take the lead in upgrading the peoples level of financial literacy not as a premise to product-offering but for us to be the preferred financial planners and wealth managers of only the wise, good and worthy clients in the North Luzon highlands. >>We conduct Financial Planning Workshops as part of the Total Wellness Programs of companies/agencies/organizations for their employees/constituents/members. >>We start and sustain financial planning sessions with families who want to be debt-free and ever-ready for future emergencies and who want to preserve their earning capacity and the legacy of their wealth while they happily live the present with their loved ones and other people they can help or relate meaningfully with. >>We promote colleagues/partners from the levels of sales people or insurance agents to financial advisors to planning consultants to wealth managers.
Posted on: Mon, 27 Oct 2014 08:37:37 +0000