Insurance Financial Advisor

Sun Life of Canada Philippines Inc. - Hyperion NBO; Makati; Hybrid; PHP 167,000 - 279,000; Part time

Job summary

Sun Life of Canada Philippines Inc. - Hyperion NBO in Makati seeks a part-time Insurance Financial Advisor for a hybrid role, meeting clients to assess needs and tailor financial and retirement plans.

You will prospect, schedule, and perform needs analyses while maintaining client records and complying with regulations. Training and team collaboration are emphasized, with a focus on building long-term relationships and achieving targets.

Qualifications

• Strong foundation in finance and financial concepts.
• Ability to provide financial and retirement planning.
• Knowledge of insurance products for protection and wealth planning.
• Understanding investments, risk, return, and diversification.
• Excellent communication and interpersonal skills.
• Client-focused with high ethical standards and regulatory compliance.
• Self-motivated, organized, and capable of hybrid work scheduling.
• Bachelor's degree in business/finance/economics, plus sales/advisory experience.
• Willingness to pursue certifications and continuous development.

Responsibilities

• Prospecting and scheduling client appointments.
• Conducting financial needs analyses.
• Preparing proposals.
• Assisting with policy applications and servicing.
• Maintaining accurate client records.
• Adhering to regulatory and company compliance standards.
• Participating in training sessions and team meetings.
• Building and maintaining long-term client relationships while meeting activity and performance targets.

Skills

Financial planning

Retirement planning

Insurance products

Investments & diversification

Communication skills

Client focus & ethics

Time management

Sales/advisory experience

Professional development

Education

Bachelor's degree in business/finance/economics

Job description

Company Description

Sun Life of Canada Philippines Inc. - Hyperion NBO is part of a global financial services organization focused on helping individuals and families achieve lifetime financial security. The Hyperion NBO team in Makati supports clients through customized insurance and investment solutions tailored to their goals and risk profiles. The organization promotes professional growth through training, mentorship, and performance-based development opportunities. Team members work in a collaborative, client-centered environment that values integrity, accountability, and long-term relationships.

Role Description

This part-time Insurance Financial Advisor role is hybrid, with work primarily based in Makati and some tasks performed from home. The advisor will meet with clients to assess their financial needs, explain insurance and investment options, and develop tailored financial and retirement plans. Day-to-day responsibilities include prospecting and scheduling client appointments, conducting financial needs analyses, preparing proposals, and assisting with policy applications and servicing. The role also involves maintaining accurate client records, following regulatory and company compliance standards, and participating in training sessions and team meetings. Advisors are expected to build and maintain long-term client relationships while meeting activity and performance targets.

Qualifications

• Strong foundation in Finance, with practical understanding of personal financial concepts and products.


• Ability to provide comprehensive Financial Planning and Retirement Planning solutions based on client goals.


• Knowledge of Insurance products and their role in protection and wealth planning.


• Familiarity with Investments and the ability to discuss risk, return, and diversification with clients.


• Excellent communication and interpersonal skills, with the ability to explain complex topics in clear, simple terms.


• Client-focused mindset, high ethical standards, and commitment to regulatory compliance.


• Self-motivated, organized, and able to manage schedules and tasks in a hybrid work environment.


• Bachelor's degree in business, finance, economics, or a related field is advantageous; sales or advisory experience is a plus.


• Willingness to pursue relevant certifications, attend training, and continuously develop professional skills.