Financial Advisor | Hybrid, Flexible Hours

Sun Life Grepa Financial, Inc.; Canaman; Hybrid; PHP 279,000 - 502,000; Full time

Benefits offered by this job

Competitive commissions

Hybrid work arrangement

Flexible schedule

Career growth opportunities

Job summary

Sun Life Grepa Financial, Inc. is seeking passionate Financial Advisors in the Philippines. You will build relationships, analyze client needs, and recommend suitable financial solutions to help families achieve financial security.

Whether you are experienced or a career shifter, join a team that values growth, training, and leadership opportunities with a hybrid work setup and flexible schedule.

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 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-motivation

Coachability

Sales experience

Education

Bachelor’s degree in any field

Job description

Sun Life Grepa Financial, Inc. is seeking passionate Financial Advisors in the Philippines. You will build relationships, analyze client needs, and recommend suitable financial solutions to help families achieve financial security.

Whether you are experienced or a career shifter, join a team that values growth, training, and leadership opportunities with a hybrid work setup and flexible schedule.