Hybrid Financial Advisor: Flexible Schedule

Sun Life Grepa Financial Inc; Santa Rosa; Hybrid; PHP 360,000 - 720,000; Full time

Benefits offered by this job

Competitive commissions

Unlimited income

Flexible schedule

Hybrid work

Training & mentorship

Career growth

Travel incentives

Recognition awards

Job summary

Sun Life Grepa Financial Inc is seeking passionate Financial Advisors to help individuals and families achieve financial security by offering suitable solutions based on their needs and life goals. The role welcomes both experienced sales professionals and career shifters eager to learn and grow.

You will build relationships, conduct needs analyses, educate clients on planning, protection, savings, and wealth strategies, and meet clients face-to-face or virtually.

Qualifications

• Bachelor’s degree is preferred but not required depending on policy.
• Excellent communication and interpersonal skills.
• Self-motivated, coachable, and goal-driven.
• Willing to undergo training and licensing requirements.

Responsibilities

• Build and maintain relationships with prospective and existing clients.
• Conduct financial needs analysis and recommend suitable 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 after-sales service and regular policy reviews.
• Achieve individual and team performance targets.
• Participate in training and professional development programs.

Skills

Communication skills

Self-motivated

Sales experience

Education

Bachelor’s degree

Job description

Sun Life Grepa Financial Inc is seeking passionate Financial Advisors to help individuals and families achieve financial security by offering suitable solutions based on their needs and life goals. The role welcomes both experienced sales professionals and career shifters eager to learn and grow.

You will build relationships, conduct needs analyses, educate clients on planning, protection, savings, and wealth strategies, and meet clients face-to-face or virtually.