Financial Advisor (Work From Home; Part Time)

Sun Life Grepa Financial, Inc.; Tublay; Hybrid; PHP 250,000 - 450,000; Full time

Benefits offered by this job

Competitive commissions

Performance incentives

Flexible work schedule

Hybrid work arrangement

Travel incentives

Comprehensive training and mentorship

Career growth and leadership

Recognition and awards

Job summary

Sun Life Grepa Financial, Inc. is seeking passionate Financial Advisors in the Philippines to help individuals and families achieve financial security through suitable solutions.

The role welcomes both experienced sales professionals and career shifters who are eager to learn, grow, and build a meaningful career. Key responsibilities include building client relationships, conducting needs analyses, presenting plans, meeting clients in person or virtually, generating leads, and pursuing training

Qualifications

• Bachelor’s degree is preferred but not required depending on policy.
• Excellent communication and interpersonal skills are essential.
• Self-motivated, coachable and goal-driven with a willingness to learn.

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

Excellent communication

Interpersonal skills

Self-motivated

Coachable

Goal-driven

Sales experience (advantage)

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