Financial Advisor

Sun Life Philippines; Bulacan; Hybrid; PHP 248,000 - 441,000; Part time

Job summary

Sun Life Philippines is seeking a part-time Financial Advisor in Bulacan with hybrid work to meet clients, analyze financial situations, and recommend suitable insurance, investments, and retirement solutions. You will prepare plans, explain product features, and maintain client portfolios while prospecting new clients and attending trainings.

The role emphasizes regulatory compliance, strong communication, and goal-oriented performance in a flexible work setup with local market opportunities.

Qualifications

• Proven ability to plan financial solutions for individuals and families.
• Experience in analyzing financial scenarios and recommending investments and retirement options.
• Strong advisory skills to assess client needs and propose suitable products.

Responsibilities

• Meet clients to understand goals and financial situations.
• Prepare financial plans and explain product features and benefits.
• Prospect for new clients and participate in financial literacy activities.
• Maintain accurate records of client interactions and portfolios and follow regulatory standards.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Financial Advisory

Communication & Interpersonal Skills

Education

Bachelor's degree in business/finance/economics

Tools

Email

Spreadsheets

Online meeting platforms

Job description

Company Description

Sun Life Philippines is part of a leading global financial services company headquartered in Canada, offering insurance, retirement, and investment solutions to individual and corporate clients worldwide. In the Philippines, Sun Life provides a broad range of insurance, wealth, and asset management products designed to support every Filipino's journey toward a brighter financial future. As the country’s first and longest-standing life insurer, the company offers financial planning and guidance, life insurance for every life stage, and investment options for individuals, families, and organizations. Sun Life also delivers health-focused products supported by an innovative wellness community and is known for exceptional, client-centered servicing. Financial Advisors join a trusted brand with strong support, training, and growth opportunities in the local market.

Role Description

This is a part-time Financial Advisor role based in Bulacan with a hybrid work arrangement, allowing a combination of on-site client meetings and work-from-home activities. The Financial Advisor will meet with clients to understand their goals, analyze their financial situation, and recommend suitable insurance, investment, and retirement solutions. Daily tasks include preparing financial plans, explaining product features and benefits, conducting follow-ups, and maintaining accurate records of client interactions and portfolios. The role also involves prospecting for new clients, participating in financial literacy activities, and attending training sessions and team meetings to stay current on Sun Life offerings and market trends. Financial Advisors are expected to uphold regulatory and ethical standards while delivering professional, responsive service.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning for individuals and families.
• Candidates should possess skills in Finance and Investments to analyze options and construct suitable portfolios.
• Candidates should possess skills in Financial Advisory to assess client needs and recommend appropriate solutions.
• Strong communication, presentation, and interpersonal skills, with the ability to build trust-based relationships.
• Self-motivated, goal-oriented, and comfortable working in a performance-driven environment with flexible hours.
• Ability to work in a hybrid setup in Bulacan, including client-facing activities and remote administrative work.
• Basic proficiency in digital tools (email, spreadsheets, online meeting platforms) for client servicing and reporting.
• Bachelor's degree in business, finance, economics, or a related field is preferred; relevant experience in sales or customer service is an advantage.