Financial Advisor: Flexible, Hybrid, Unlimited Earnings

Sun Life Grepa Financial, Inc.; Tili; Hybrid; PHP 335,000 - 781,000; Full time

Benefits offered by this job

Commissions

Income potential

Flexible schedule

Hybrid work

Travel incentives

Training & mentorship

Career growth

Awards

Job summary

Sun Life Grepa Financial, Inc. is seeking passionate Financial Advisors to help individuals and families achieve financial security through suitable solutions aligned with their needs and life goals.

The role welcomes experienced sales professionals or career shifters, emphasizing growth, learning, and meaningful work. You will build client relationships, conduct needs analyses, and educate clients on planning, protection, savings, and wealth accumulation, with face-to-face or virtual meetings

Qualifications

• Bachelor’s degree in any field (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 are 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

Interpersonal skills

Self-motivation

Coachability

Goal-driven

Sales experience

Education

Bachelor’s degree in any field

Job description

Sun Life Grepa Financial, Inc. is seeking passionate Financial Advisors to help individuals and families achieve financial security through suitable solutions aligned with their needs and life goals.

The role welcomes experienced sales professionals or career shifters, emphasizing growth, learning, and meaningful work. You will build client relationships, conduct needs analyses, and educate clients on planning, protection, savings, and wealth accumulation, with face-to-face or virtual meetings