Financial Advisor (Work From Home; Part Time)

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

Benefits offered by this job

Competitive commissions

Unlimited income potential

Flexible work schedule

Hybrid work arrangement

Travel incentives

Comprehensive training

Career growth opportunities

Recognition awards

Job summary

Sun Life Grepa Financial, Inc. is looking for passionate individuals to join as Financial Advisors. You will assist clients in achieving financial security through tailored financial solutions.

The role offers opportunities for those eager to learn and grow, whether seasoned sales professionals or career shifters. Join us for competitive commissions, a flexible work schedule, and avenues for career advancement.

Qualifications

• Self-motivated and coachable individuals.
• Willingness to undergo training and licensing requirements.
• Open to fresh graduates and career shifters.

Responsibilities

• Build and maintain strong client relationships.
• Conduct financial needs analysis.
• Educate clients on financial planning.
• Meet clients face-to-face or virtually.
• Generate leads through networking.
• Provide excellent after-sales service.
• Achieve individual and team targets.
• Participate in training and professional development.

Skills

Communication skills

Interpersonal skills

Sales experience

Goal-driven

Education

Bachelor’s degree in any field

Job description

We are looking for passionate, goal-oriented, and people-focused individuals to join our growing team as Financial Advisors. In this role, you will help individuals and families achieve financial security by providing suitable financial solutions based on their needs and life goals.

Whether you are an experienced sales professional or a career shifter, we welcome individuals who are eager to learn, grow, and build a meaningful career.

Key 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.

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.

Why Join Us?

• Competitive commissions and performance incentives
• Unlimited income potential
• Flexible work schedule
• Hybrid work arrangement
• Local and international travel incentives
• Comprehensive training and mentorship
• Career growth and leadership opportunities
• Recognition and performance awards