Financial Advisor

Sun Life Philippines; Cabanatuan; Hybrid; PHP 167,000 - 301,000; Part time

Job summary

Sun Life Philippines is seeking a part-time Financial Advisor based in Bulacan with a mix of on-site client meetings and remote work. The advisor will assess client financial goals, perform needs analysis, and develop personalized plans covering insurance, investments, and retirement strategies.

Responsibilities include presenting Sun Life products, preparing proposals, and guiding clients through applications and onboarding.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Strong financial planning and advisory skills.
• Ability to work independently with hybrid setup and schedule flexibility.
• Experience in sales or advisory is an asset.

Responsibilities

• Meet with prospective and existing clients to assess financial goals.
• Present suitable Sun Life products and prepare proposals.
• Support clients through application and onboarding processes.
• Conduct regular portfolio reviews and client education on financial concepts.
• Participate in Sun Life training and development programs.
• Maintain ethical standards and regulatory compliance, building long-term client relationships.

Skills

Financial Planning

Financial Advisory

Investments

Retirement Planning

Communication skills

Interpersonal skills

Independent work

CRM familiarity

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

CRM software

Office productivity tools

Online meeting platforms

Job description

Company Description

Sun Life Philippines is part of a leading global financial services organization headquartered in Canada, offering insurance, retirement, and investment solutions to 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, Sun Life delivers comprehensive financial planning and guidance, life and health protection, and investment options for individuals, families, and businesses. The company is committed to an innovative wellness community and exceptional client service, helping clients achieve long-term security and well-being.

Role Description

This is a part-time hybrid Financial Advisor role based in Bulacan, with a combination of on-site client meetings and work-from-home activities. The Financial Advisor will help clients assess their financial goals, conduct thorough needs analysis, and develop personalized financial plans covering insurance, investments, and retirement strategies. Day-to-day responsibilities include meeting with prospective and existing clients, presenting suitable Sun Life products, preparing proposals, and supporting clients through application and onboarding processes. The role also involves regular portfolio reviews, client education on financial concepts, and participation in training and development programs provided by Sun Life. Advisors are expected to maintain ethical standards, comply with regulatory requirements, and build long-term client relationships through proactive communication and service.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to assess client needs and recommend suitable solutions.
• Solid understanding of Finance and Investments to explain products and strategies in clear, accessible terms.
• Knowledge of Retirement Planning to help clients prepare for long-term financial security.
• Excellent communication, presentation, and interpersonal skills for engaging diverse clients.
• Ability to work independently, manage a flexible schedule, and thrive in a performance-driven environment.
• Comfort with hybrid work arrangements, including in-person meetings in Bulacan and remote client follow-ups.
• Proficiency in basic digital tools (email, office productivity software, online meeting platforms); familiarity with CRM systems is an advantage.
• Preferably a bachelor’s degree in Finance, Business, Economics, or a related field; relevant sales or advisory experience is an asset.
• Commitment to ethical practices, continuous learning, and adherence to regulatory and company standards.