Financial Advisor - Part-Time/Full-Time, Build Wealth

Sun Life Grepa Financial, Inc; San Fernando; On-site; PHP 279,000 - 502,000; Full time

Job summary

Sun Life Grepa Financial, Inc is seeking a Financial Advisor to join our team in the City of San Fernando, Pampanga on a full-time/part-time basis. The role focuses on guiding clients through investments, insurance, and wealth management while delivering personalized financial plans.

We value strong client relationships, clear communication, and a proactive approach to business development. This position offers flexibility for part-time arrangements and opportunities for professional growth.

Qualifications

• Sales experience or proven client-facing experience in financial services or banking.
• Strong understanding of investment products, insurance, retirement planning, and wealth management.
• Excellent communication skills to explain complex financial concepts clearly.
• Ability to build and maintain long-term client relationships based on trust and expertise.
• Sales acumen and ability to identify and pursue new business opportunities.
• Flexibility and self-motivation for part-time working arrangement.

Responsibilities

• Build and maintain strong relationships with existing clients through regular communication and ongoing support.
• Identify and pursue new business opportunities within the local community to expand the client base.
• Educate clients on financial products and services to ensure they understand the benefits and risks of their chosen investments.
• Prepare comprehensive financial plans and proposals tailored to individual client needs.
• Monitor client portfolios and provide updates on market conditions and performance.
• Meet agreed targets for new client acquisition and revenue generation.

Job description

Sun Life Grepa Financial, Inc is seeking a Financial Advisor to join our team in the City of San Fernando, Pampanga on a full-time/part-time basis. The role focuses on guiding clients through investments, insurance, and wealth management while delivering personalized financial plans.

We value strong client relationships, clear communication, and a proactive approach to business development. This position offers flexibility for part-time arrangements and opportunities for professional growth.