Financial Advisor

Sun Life Philippines; Cavite City; Hybrid; PHP 167,000 - 312,000; Part time

Job summary

Sun Life Philippines is seeking a part-time Financial Advisor in Cavite to provide financial planning guidance and assess client needs. The role blends on-site client meetings with home-based work and requires building long-term relationships while staying compliant with regulations.

You will conduct needs analyses, present tailored insurance, investment, and retirement solutions, maintain client records, and participate in ongoing product training to support clients’ brighter financial futures.

Qualifications

• Strong skills in Financial Planning and Financial Advisory.
• Knowledge of Finance and Investments, including portfolio concepts and risk management.
• Understanding of Retirement Planning and long‑term savings strategies.
• Excellent communication, interpersonal, and client relationship skills.
• High integrity, professionalism, and commitment to ethics.
• Ability to work independently in a hybrid setup with flexible schedules.
• Bachelor’s degree in Finance, Business, Economics, or related field.
• Willingness to obtain regulatory licenses and certifications in the Philippines.

Responsibilities

• Meet prospective and existing clients to assess needs and present tailored recommendations.
• Conduct financial needs analyses and onboard or service policies.
• Maintain accurate client records and stay updated on Sun Life products and market trends.

Skills

Financial Planning

Financial Advisory

Investments

Risk Management

Communication

Client Relationships

Education

Bachelor’s degree in Finance, Business, Economics

Job description

Company Description

Sun Life is a leading global financial services company headquartered in Canada, offering a broad range of insurance, retirement, and investment solutions for individual and corporate clients. In the Philippines, Sun Life provides insurance, wealth, and asset management products designed to support every Filipino’s journey toward a more secure financial future. As the country’s first and longest-standing life insurer, Sun Life delivers comprehensive financial planning and guidance, life and health insurance, and diverse investment options for individuals, families, and businesses. The organization also offers health-focused products supported by an innovative wellness community and a strong culture of exceptional client service.

Role Description

This part‑time Financial Advisor role at Sun Life Philippines is a hybrid position based in Cavite, with a mix of on‑site client meetings and work‑from‑home activities. The Financial Advisor will provide financial planning guidance, assess client needs and goals, and recommend appropriate insurance, investment, and retirement solutions. Daily responsibilities include meeting prospective and existing clients, conducting financial needs analyses, presenting tailored product recommendations, and supporting clients through onboarding and policy servicing. The role also involves maintaining accurate client records, staying updated on Sun Life’s products and market trends, and participating in training and development programs. Advisors are expected to build long‑term relationships, adhere to regulatory and ethical standards, and contribute to Sun Life’s mission of helping clients achieve a brighter financial future.

Qualifications

• Strong skills in Financial Planning and Financial Advisory, with the ability to assess client needs and propose suitable solutions.
• Knowledge of Finance and Investments, including basic portfolio concepts and risk management.
• Understanding of Retirement Planning, including long‑term savings strategies and protection solutions.
• Excellent communication, interpersonal, and client relationship skills.
• High level of integrity, professionalism, and commitment to ethical standards.
• Ability to work independently in a hybrid setup and manage flexible schedules.
• Bachelor’s degree in Finance, Business, Economics, or related field preferred; relevant experience may be considered.
• Willingness to obtain and maintain required regulatory licenses and certifications in the Philippines.