Financial Advisor

Gorospe Financial Advisory; Philippines; Remote; PHP 200,000 - 600,000; Full time

Job summary

Gorospe Financial Advisory (GFA) in the Philippines seeks Financial Advisors who meet clients to assess goals and financial standing, recommending Sun Life products such as life and health insurance, VUL, mutual funds, and UITFs. This is a fully remote role open to candidates nationwide, with licensing training provided.

Responsibilities include prospecting, client outreach, preparing presentations, closing sales, and after-sales servicing with portfolio monitoring.

Qualifications

• Willingness to obtain an Insurance Commission (IC) license — training and exam prep support provided.
• Strong communication and interpersonal skills, with the ability to build trust and explain financial concepts clearly.
• Comfortable with a 100% commission-based compensation structure — no fixed salary or guaranteed income.
• Access to a laptop, desktop, or iPad, with basic computer literacy (email, video calls, presentations).
• Bachelor's degree preferred; background in Finance, Business, or a related field is an advantage but not required.
• Self-motivated and able to manage time independently, given the remote and part-time nature of the role.
• Demonstrated integrity and willingness to adhere to Sun Life's and the Insurance Commission's ethical standards.
• Preferred, not required: existing certifications such as CFMP, CFMS, RFP, CIS, CUSP, or CTEP are a strong plus.

Responsibilities

• Prospecting and client outreach to generate new business.
• Preparing presentations and proposals for potential clients.
• Closing sales and providing after-sales servicing and portfolio monitoring.
• Completing required Sun Life training including IC licensing process.
• Collaborating with the GFA team on lead generation and client onboarding support.

Skills

Communication skills

Interpersonal skills

Self-motivated

Time management

Computer literacy

Licensing process understanding

Education

Bachelor's degree preferred

Finance/Business background advantageous

Tools

Email

Video conferencing

Presentations software

Job description

Company Description

Gorospe Financial Advisory (GFA) is the professional advisory brand of Savi and Queenie Gorospe, licensed Financial Advisors operating under Sun Life Philippines' Manny Villar Unit, part of the Marie Curie Sales Team within Hyperion Tree NBO. GFA is built on Sun Life's established products, licensing framework, and training pipeline, with a personal focus on client-centered, ethical financial guidance. As a growing unit, team members have the opportunity to help shape prospecting systems, content, and client service standards alongside GFA's founding advisors. Gorospe Financial Advisory aims to create a professional environment that values ethical conduct, transparency, and long-term client relationships.

Role Description

This is a full-time or part-time, remote Financial Advisor role, open to candidates across the Philippines (not limited to Metro Manila). The Financial Advisor will meet with clients to assess financial goals, analyze their current financial standing, and recommend suitable Sun Life products — including life insurance, health insurance, VUL, mutual funds, and UITFs. Day-to-day responsibilities include prospecting and client outreach, preparing presentations, closing sales, and providing after-sales servicing and portfolio monitoring. The role also involves completing required Sun Life training (including the Insurance Commission licensing process) and collaborating with the GFA team on lead generation and client onboarding support.

Qualifications

• Willingness to obtain an Insurance Commission (IC) license — training and exam prep support provided.
• Strong communication and interpersonal skills, with the ability to build trust and explain financial concepts clearly.
• Comfortable with a 100% commission-based compensation structure — no fixed salary or guaranteed income.
• Access to a laptop, desktop, or iPad, with basic computer literacy (email, video calls, presentations).
• Bachelor's degree preferred; background in Finance, Business, or a related field is an advantage but not required.
• Self-motivated and able to manage time independently, given the remote and part-time nature of the role.
• Demonstrated integrity and willingness to adhere to Sun Life's and the Insurance Commission's ethical standards.
• Preferred, not required: existing certifications such as CFMP, CFMS, RFP, CIS, CUSP, or CTEP are a strong plus.