Financial Advisor - Flexible Schedule & Client Growth

Sun Life Grepa Financial, Inc.; Cagayan de Oro; Remote; PHP 180,000 - 300,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a financial advisor to provide tailored financial guidance to clients, focusing on life and health insurance, estate and retirement planning. The role emphasizes building lasting client relationships and helping clients meet their financial objectives.

The position may accommodate part-time or full-time schedules, and the candidate should be willing to obtain IC licensure and participate in training programs to grow professionally.

Qualifications

• Bachelor’s degree or college graduate required.
• Excellent interpersonal skills with clients.
• Willing to take IC government licensure exam.
• Willing to learn and undergo training.
• Flexible work schedule: part-time or full-time.

Responsibilities

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

Skills

Interpersonal skills

Willing to learn

Flexible schedule

Education

Bachelor’s Degree/College Graduate

Job description

Sun Life Grepa Financial, Inc. is seeking a financial advisor to provide tailored financial guidance to clients, focusing on life and health insurance, estate and retirement planning. The role emphasizes building lasting client relationships and helping clients meet their financial objectives.

The position may accommodate part-time or full-time schedules, and the candidate should be willing to obtain IC licensure and participate in training programs to grow professionally.