Financial Advisor

Sun Life Grepa Financial, Inc.; Governor Generoso; On-site; PHP 201,000 - 357,000; Part time

Job summary

Sun Life Grepa Financial, Inc. seeks a part-time, remote Financial Advisor to help clients understand and achieve financial goals. You will conduct consultations, assess needs, and recommend protection, investment, and retirement solutions.

Responsibilities include preparing plans, monitoring portfolios, and regular follow-ups to adapt strategies as clients’ lives change. Maintain records, stay updated on market trends and company products, and collaborate with internal teams to deliver

Qualifications

• Strong financial planning and advisory skills to assess client needs and design solutions.
• Solid understanding of finance and investments to explain product options and portfolio strategies.
• Knowledge of retirement planning to guide clients in building long-term income.
• Excellent communication, interpersonal, and client relationship management skills.
• Ability to work independently in a remote, part-time setup with strong time management.

Responsibilities

• Conduct client consultations and assess financial needs and priorities.
• Recommend appropriate financial protection, investment, and retirement solutions.
• Prepare and present financial plans and monitor client portfolios.
• Follow up regularly to adjust strategies as life circumstances change.
• Maintain accurate records and stay current with market trends and products.

Skills

Financial planning

Investments

Retirement planning

Communication skills

Client relations

Time management

Digital tools

Education

Finance/business degree

Job description

Sun Life Grepa Financial, Inc. (SLGFI) is a joint venture between the Yuchengco Group of Companies and Sun Life Financial-Philippines. The company provides financial protection products through multiple distribution channels, including agency, bancassurance, and group accounts. As part of YGC, one of Southeast Asia’s largest conglomerates with over 90 companies, SLGFI benefits from strong local business networks. Partnering with Sun Life, a leading and long-established player in the Philippine financial services market for over 120 years, SLGFI offers stable, growth-oriented career opportunities. Team members join a trusted brand focused on helping clients achieve long-term financial security.

Role Description This part-time, remote Financial Advisor role focuses on helping clients understand and achieve their financial goals. The Financial Advisor will conduct client consultations, assess financial needs and priorities, and recommend appropriate financial protection, investment, and retirement solutions. Daily activities include preparing and presenting financial plans, monitoring client portfolios, and following up regularly to adjust strategies as clients’ life circumstances change. The role also involves maintaining accurate records, staying current with market trends and company products, and collaborating with internal teams to deliver responsive client service. Financial Advisors are expected to uphold ethical standards, comply with regulatory requirements, and represent Sun Life Grepa’s values in all client interactions.

Qualifications

• Strong Financial Planning and Financial Advisory skills to assess client needs and design suitable solutions.
• Solid understanding of Finance and Investments to explain product options and portfolio strategies clearly.
• Knowledge of Retirement Planning to guide clients in building long-term, sustainable retirement income.
• Excellent communication, interpersonal, and client relationship management skills.
• Ability to work independently in a remote, part-time setup with strong time management and organizational skills.
• Comfort with digital tools and online communication platforms for virtual client meetings.
• Bachelor’s degree in finance, business, economics, or a related field is preferred; relevant certifications are an advantage.
• Commitment to ethical practices, regulatory compliance, and continuous professional development.