Hybrid Part-Time Financial Advisor: Plans & Investments

Sun Life Philippines; Bulacan; Hybrid; PHP 248,000 - 441,000; Part time

Job summary

Sun Life Philippines is seeking a part-time Financial Advisor in Bulacan with hybrid work to meet clients, analyze financial situations, and recommend suitable insurance, investments, and retirement solutions. You will prepare plans, explain product features, and maintain client portfolios while prospecting new clients and attending trainings.

The role emphasizes regulatory compliance, strong communication, and goal-oriented performance in a flexible work setup with local market opportunities.

Qualifications

• Proven ability to plan financial solutions for individuals and families.
• Experience in analyzing financial scenarios and recommending investments and retirement options.
• Strong advisory skills to assess client needs and propose suitable products.

Responsibilities

• Meet clients to understand goals and financial situations.
• Prepare financial plans and explain product features and benefits.
• Prospect for new clients and participate in financial literacy activities.
• Maintain accurate records of client interactions and portfolios and follow regulatory standards.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Financial Advisory

Communication & Interpersonal Skills

Education

Bachelor's degree in business/finance/economics

Tools

Email

Spreadsheets

Online meeting platforms

Job description

Sun Life Philippines is seeking a part-time Financial Advisor in Bulacan with hybrid work to meet clients, analyze financial situations, and recommend suitable insurance, investments, and retirement solutions. You will prepare plans, explain product features, and maintain client portfolios while prospecting new clients and attending trainings.

The role emphasizes regulatory compliance, strong communication, and goal-oriented performance in a flexible work setup with local market opportunities.