Part-Time Financial Advisor — Build Plans & Grow Clients

Sun Life Grepa Financial, Inc; Cabanatuan; On-site; PHP 201,000 - 357,000; Full time

Job summary

Sun Life Grepa Financial, Inc invites applications for a Financial Advisor in Cabanatuan, Nueva Ecija. This role supports clients with tailored investment, insurance, and wealth planning solutions in a flexible full-time or part-time capacity.

You will build lasting client relationships, educate on financial products, and work toward growth targets while enjoying ongoing training and access to planning tools in a collaborative team environment.

Qualifications

• Sales experience or client-facing role in financial services or banking.
• Knowledge of investment products, insurance, retirement planning, wealth management.
• Excellent communication; explain complex financial concepts clearly.
• Proven ability to build long-term client relationships based on trust.

Responsibilities

• Build and maintain strong relationships with existing clients through regular communication and ongoing support
• Identify and pursue new business opportunities within the local community to expand the client base
• Educate clients on financial products and services to help them understand benefits and risks
• Prepare comprehensive financial plans and proposals tailored to client needs
• Monitor client portfolios and provide updates on market conditions and performance
• Meet targets for new client acquisition and revenue generation

Skills

Sales experience

Investment products knowledge

Communication skills

Client relationships

Job description

Sun Life Grepa Financial, Inc invites applications for a Financial Advisor in Cabanatuan, Nueva Ecija. This role supports clients with tailored investment, insurance, and wealth planning solutions in a flexible full-time or part-time capacity.

You will build lasting client relationships, educate on financial products, and work toward growth targets while enjoying ongoing training and access to planning tools in a collaborative team environment.