financial advisor

Private Advertiser; Mimaropa; On-site; PHP 180,000 - 300,000; Part time

Benefits offered by this job

Flexible part-time scheduling

Commission-based remuneration

Comprehensive training and development

Access to a full range of financial产品s

Supportive team with mentors

Health and wellness benefits for part‑

Job summary

Sun Life of Canada Philippines is seeking a dedicated Financial Advisor in Mimaropa. This part-time position offers flexible scheduling to help clients meet their financial goals with personalised advice and solutions. You will build lasting client relationships and contribute to growth in a supportive team environment.

The role emphasizes delivering excellent service, keeping up with regulatory changes, and achieving sales targets while balancing a flexible work-life pattern.

Qualifications

• Strong communication and interpersonal skills.
• Sales experience in financial services, insurance, or related sectors.
• Sound understanding of financial products, investment principles and risk management.
• Ability to work independently and meet sales targets while balancing work-life demands.
• Excellent organization and time management skills; capable of managing a flexible schedule.

Responsibilities

• Assess clients' financial situations, goals, and risk tolerance to provide tailored financial advice.
• Present and explain financial products and services to clients.
• Build and maintain a client portfolio through relationship management and follow-ups.
• Identify client needs and recommend insurance and investment solutions.
• Prepare comprehensive financial plans and proposals for clients.
• Process applications and documentation for financial products accurately.
• Stay informed of product offerings, market trends and regulatory changes.
• Achieve sales targets and performance objectives.
• Provide exceptional customer service and support to clients.

Skills

Communication skills

Sales experience

Financial product knowledge

Independent work ethic

Organization and time management

MS Office and CRM proficiency

Regulatory and compliance awareness

Education

Finance or Business degree

Insurance license

Securities license

Tools

Microsoft Office

CRM systems

Job description

About the role

Sun Life of Canada Philippines is seeking a dedicated Financial Advisor to join our growing team in Mimaropa. This is a part-time position that offers flexibility whilst allowing you to make a meaningful impact in the financial services industry. As a Financial Advisor, you will play a crucial role in helping clients navigate their financial goals, providing personalised advice and solutions that align with their unique circumstances and aspirations. This role is integral to our commitment to delivering excellent customer service and building long-term client relationships.

Key responsibilities

• Assess clients' financial situations, goals and risk tolerance to provide tailored financial advice and recommendations
• Present and explain financial products and services to prospective and existing clients
• Build and maintain a strong client portfolio through relationship management and regular follow-ups
• Identify client needs and recommend appropriate insurance and investment solutions
• Prepare comprehensive financial plans and proposals for clients
• Process applications and documentation for financial products accurately and efficiently
• Stay informed of product offerings, market trends and regulatory changes affecting the industry
• Achieve sales targets and performance objectives set by management
• Provide exceptional customer service and support to ensure client satisfaction

What we’re looking for

• Strong communication and interpersonal skills with the ability to build rapport with clients
• Sales experience, preferably within financial services, insurance or related sectors
• Sound understanding of financial products, investment principles and risk management
• Ability to work independently and meet sales targets whilst maintaining work-life balance
• Excellent organisation and time management skills, essential for managing a flexible schedule
• Proficiency in Microsoft Office and CRM systems
• Valid identification and willingness to comply with regulatory and compliance requirements
• Formal qualifications in finance, business or related field are advantageous
• Relevant certifications such as an Insurance License or Securities License are preferred

What we offer

• Flexible part-time working arrangements that allow you to balance professional and personal commitments
• Competitive commission‑based remuneration structure rewarding your sales performance
• Comprehensive training and professional development opportunities to enhance your expertise
• Access to a full range of financial products and tools to support client advisory services
• Supportive team environment with experienced mentors to guide your career growth
• Health and wellness benefits available to part‑time employees
• Opportunities for career progression within Sun Life of Canada Philippines

About us

Sun Life of Canada Philippines is a leading provider of financial services and insurance solutions in the Philippines. With a strong commitment to excellence, innovation and customer‑centricity, we have built a reputation for delivering comprehensive financial protection and wealth management solutions. Our mission is to help Filipinos achieve their financial goals and secure their futures through trusted advice and reliable products. We pride ourselves on our dedicated team, strong market presence and unwavering commitment to serving our clients with integrity and professionalism.