Financial Advisor | Flexible Hybrid, Unlimited Earnings

Sun Life Grepa Financial, Inc.; Milaor; Hybrid; PHP 240,000 - 480,000; Full time

Benefits offered by this job

Competitive commissions

Unlimited income

Flexible schedule

Hybrid work

Travel incentives

Comprehensive training

Career growth

Leadership opportunities

Performance awards

Job summary

Sun Life Grepa Financial, Inc. is seeking passionate Financial Advisors to help individuals and families achieve financial security through tailored solutions. You will build relationships, conduct needs analyses, and present suitable plans for protection, savings, and wealth growth.

Face-to-face or virtual meetings, with ongoing client reviews. We welcome both experienced sales professionals and career shifters.

Qualifications

• Bachelor’s degree preferred but not required.
• Excellent communication and interpersonal skills.
• Self-motivated, coachable and goal-driven.
• Sales experience is an advantage but not required.
• Fresh graduates and career shifters welcome to apply.
• Willing to undergo training and licensing requirements.

Responsibilities

• Build and maintain strong relationships with prospective and existing clients.
• Conduct financial needs analysis and recommend suitable financial solutions.
• Educate clients on financial planning, protection, savings, and wealth accumulation.
• Meet with clients through face-to-face or virtual appointments.
• Generate leads through networking, referrals, and social media.
• Provide excellent after-sales service and regular policy reviews.
• Achieve individual and team performance targets.
• Participate in training, coaching, and professional development programs.

Skills

Communication skills

Interpersonal skills

Self-motivated

Coachable

Goal-driven

Sales experience

Fresh graduates

Career shifters

Training readiness

Education

Bachelor’s degree

Job description

Sun Life Grepa Financial, Inc. is seeking passionate Financial Advisors to help individuals and families achieve financial security through tailored solutions. You will build relationships, conduct needs analyses, and present suitable plans for protection, savings, and wealth growth.

Face-to-face or virtual meetings, with ongoing client reviews. We welcome both experienced sales professionals and career shifters.