Financial Advisor | Flexible Schedule, Hybrid

Sun Life Grepa Financial, Inc.; Calapan; Hybrid; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Competitive commissions and incentives

Unlimited income potential

Flexible work schedule

Hybrid work arrangement

Local and international travel

Comprehensive training and mentorship

Career growth and leadership

Job summary

Sun Life Grepa Financial, Inc. seeks passionate Financial Advisors to help individuals and families achieve financial security with suitable solutions. You will meet clients face-to-face or virtually, build lasting relationships, and conduct needs analyses to tailor recommendations.

We welcome both experienced sales professionals and career shifters, offering hybrid work, comprehensive training, licensing support, and opportunities for growth and leadership.

Qualifications

• Bachelor’s degree in any field (preferred but not required, depending on company policy).
• 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 skills

Self-motivated

Goal-driven

Sales experience

Education

Bachelor's degree in any field

Job description

Sun Life Grepa Financial, Inc. seeks passionate Financial Advisors to help individuals and families achieve financial security with suitable solutions. You will meet clients face-to-face or virtually, build lasting relationships, and conduct needs analyses to tailor recommendations.

We welcome both experienced sales professionals and career shifters, offering hybrid work, comprehensive training, licensing support, and opportunities for growth and leadership.