Financial Advisor

Sun Life Grepa Financial, Inc.; Philippines; On-site; PHP 167,000 - 391,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a client-focused financial advisor in the Philippines to provide tailored financial guidance. You will assess client needs and offer solutions across life and health insurance, estate planning, and retirement planning.

You will develop and sustain robust relationships with clients, helping them achieve their financial goals while learning and growing through training. Flexible work arrangements allow part-time or full-time schedules.

Qualifications

• Bachelor’s degree required; finance, business, or related field preferred.
• Excellent interpersonal skills and ability to build client relationships.
• Willing to take IC government licensure exam.
• Willing to learn and undergo training.
• Flexible schedule; can work part-time or full-time.

Responsibilities

• Offer tailored financial advice to clients based on their needs.
• Provide recommendations on life and health insurance, estate planning, and retirement planning.
• Develop and sustain robust client relationships and ensure goals are met.

Skills

Excellent interpersonal skills

Education

Bachelor’s Degree/College Graduate

Job description

• Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.
• Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.
• Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are achieved.
• Bachelor’s Degree/College Graduate
• Excellent interpersonal skills
• Willing to take IC government licensure exam
• Willing to learn and undergo training
• Flexible work schedule (can work as part time or full time)