Financial Advisor

Sun Life of Canada Phils. King Augustus Unit; Pasay; On-site; PHP 167,000 - 301,000; Part time

Benefits offered by this job

Remote work options

Job summary

A leading financial services company in the Philippines is looking for a Financial Advisor to guide clients toward financial security. You will provide personalized advice on insurance, savings, and investment options. The ideal candidate should possess excellent communication skills and a client-focused mindset. Entry-level applicants are welcome, and the position offers hybrid working conditions.

Qualifications

• Self-motivated, goal-oriented, and resilient.
• Passionate about helping others secure financial futures.
• Entry-level candidates (0-2 years) are welcome.

Responsibilities

• Provide financial consultation on various insurance and investment options.
• Develop customized financial strategies for clients.
• Build and maintain strong client relationships.
• Stay informed about financial products, insurance policies, and regulatory guidelines to deliver accurate and relevant advice.
• Build and maintain strong client relationships through consistent follow-ups, reviews, and value-added service.
• Collaborate with team members and participate in ongoing training and professional development.

Skills

Excellent communication skills

Strong analytical ability

Client-focused mindset

Problem-solving

Education

Bachelor’s degree preferred

Job description

Sun Life of Canada Phils. King Augustus Unit

Hybrid - Pasay No Exp Required Bachelor Part-time

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Job Description

As a Financial Advisor, you will play a key role in guiding individuals and families toward financial security and success. You will provide clients with tailored advice on insurance, savings, and investment strategies that align with their goals. Your role is both consultative and relationship-driven, ensuring that clients feel supported and empowered in making financial decisions.

Responsibilities

• Provide financial consultation to clients regarding life insurance, health insurance, savings, and investment options.
• Develop customized financial strategies to help clients achieve their long-term goals, including protection, education, retirement, and wealth building.
• Assess clients’ financial needs by reviewing their income, expenses, risk tolerance, and life stage requirements.
• Stay informed about financial products, insurance policies, and regulatory guidelines to deliver accurate and relevant advice.
• Build and maintain strong client relationships through consistent follow-ups, reviews, and value-added service.
• Collaborate with team members and participate in ongoing training and professional development.

Requirements

• Educational Qualifications: Bachelor’s degree preferred (any course may apply).
• Experience Level: Open to entry-level applicants (0–2 years)
• Skills & Competencies: Excellent communication and interpersonal skills, strong analytical and problem-solving ability, client-focused mindset.
• Qualities & Traits: Self-motivated, goal-oriented, resilient, and passionate about helping people secure their financial future.

Working Conditions

• Comfortable working in an office environment with opportunities for remote work.

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