Hybrid Financial Advisor — Entry (Part-Time, Remote)

Sun Life of Canada Phils. King Augustus Unit; Pasay; Hybrid; PHP 167,000 - 301,000; Part time

Job summary

A leading financial services company in the Philippines is looking for a Financial Advisor to guide clients toward financial security. You will provide personalized advice on insurance, savings, and investment options. The ideal candidate should possess excellent communication skills and a client-focused mindset. Entry-level applicants are welcome, and the position offers hybrid working conditions.

Qualifications

• Self-motivated, goal-oriented, and resilient.
• Passionate about helping others secure financial futures.
• Entry-level candidates (0-2 years) are welcome.

Responsibilities

• Provide financial consultation on various insurance and investment options.
• Develop customized financial strategies for clients.
• Build and maintain strong client relationships.

Skills

Excellent communication skills

Strong analytical ability

Client-focused mindset

Education

Bachelor’s degree preferred

Job description

A leading financial services company in the Philippines is looking for a Financial Advisor to guide clients toward financial security. You will provide personalized advice on insurance, savings, and investment options. The ideal candidate should possess excellent communication skills and a client-focused mindset. Entry-level applicants are welcome, and the position offers hybrid working conditions.