Financial Planner & Client Advisor (Hybrid)

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

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