Financial Advisor

Sun Life Grepa Financial, Inc; Tarlac City; On-site; PHP 223,000 - 558,000; Full time

Benefits offered by this job

Performance-based incentives

Commissions

Training and development

Job summary

Sun Life Grepa Financial, Inc is seeking a Financial Advisor to join our team in a full-time/part-time capacity in Tarlac, Central Luzon. The role focuses on helping clients navigate investments, insurance, and wealth management while building strong relationships and driving business growth.

The ideal candidate will have sales or client-facing experience in financial services, with solid knowledge of investment products, retirement planning, and wealth management, and excellent communication

Qualifications

• Sales experience or proven client-facing experience in financial services.
• Strong knowledge of investments, insurance, retirement planning, and wealth management.
• Excellent communication and ability to explain complex financial concepts.

Responsibilities

• Build and maintain relationships with clients through regular communication.
• Identify new business opportunities within the local community to expand the client base.
• Educate clients on products and services and prepare tailored financial plans.
• Monitor client portfolios and provide market updates.
• Meet targets for new client acquisition and revenue generation.
• Support clients in achieving financial goals with guidance and planning.

Skills

Sales experience

Communication skills

Relationship building

Job description

About the role

Sun Life Grepa Financial, Inc is seeking a Financial Advisor to join our team on a Full-time/ part-time basis. This role is based in Tarlac, Central Luzon and offers the flexibility of part-time work whilst making 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 and make informed decisions about their investments, insurance, and wealth management strategies. This position is instrumental in building strong client relationships and driving business growth for Sun Life Grepa Financial, Inc.

Key responsibilities

• Build and maintain strong relationships with existing clients through regular communication and ongoing support
• Identify and pursue new business opportunities within the local community to expand the client base
• Educate clients on financial products and services to ensure they understand the benefits and risks of their chosen investments
• Prepare comprehensive financial plans and proposals tailored to individual client needs
• Monitor client portfolios and provide updates on market conditions and performance
• Meet agreed targets for new client acquisition and revenue generation

What we’re looking for

• Must have sales experience or proven experience in a similar client-facing role within the financial services or banking sector.
• Strong understanding of investment products, insurance policies, retirement planning, and wealth management solutions
• Excellent communication skills with the ability to explain complex financial concepts in a clear and accessible manner
• Demonstrated ability to build and maintain long-term client relationships based on trust and expertise
• Sales acumen and the ability to identify and pursue new business opportunities
• Flexibility and self-motivation to succeed in a part-time working arrangement

What we offer

Sun Life Grepa Financial, Inc is committed to supporting the professional development and wellbeing of our advisors. We offer competitive performance-based incentives and commissions. Our part-time arrangement provides flexibility for those seeking to balance work with other commitments, making this an ideal opportunity for motivated professionals. We provide ongoing training and development programs to enhance your financial expertise and advisory skills. Additionally, we offer access to comprehensive product knowledge resources and cutting-edge financial planning tools. We foster a collaborative work environment where your contributions are valued, and we celebrate success with our team members.

About us

Sun Life Grepa Financial, Inc is a leading provider of financial planning and advisory services in the Philippines. We are committed to helping individuals and families achieve their financial goals through personalized advice, innovative products and exceptional customer service. Our mission is to empower our clients to make confident financial decisions that secure their future. With a strong presence in Central Luzon and beyond, we pride ourselves on our customer-centric approach, professional expertise, and unwavering commitment to financial integrity. We believe in building lasting relationships with our clients and creating value through tailored solutions that meet...