Part-Time Financial Advisor: Build Wealth & Grow Clients

Sun Life Grepa Financial, Inc

Tarlac City

On-site

PHP 223,000 - 558,000

Full time

6 days ago

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Benefits offered by this job

Performance-based incentives

Commissions

Training and development

Job summary

Sun Life Grepa Financial, Inc is seeking a Financial Advisor to join our team in a full-time/part-time capacity in Tarlac, Central Luzon. The role focuses on helping clients navigate investments, insurance, and wealth management while building strong relationships and driving business growth.

The ideal candidate will have sales or client-facing experience in financial services, with solid knowledge of investment products, retirement planning, and wealth management, and excellent communication

Qualifications

Sales experience or proven client-facing experience in financial services.
Strong knowledge of investments, insurance, retirement planning, and wealth management.
Excellent communication and ability to explain complex financial concepts.

Responsibilities

Build and maintain relationships with clients through regular communication.
Identify new business opportunities within the local community to expand the client base.
Educate clients on products and services and prepare tailored financial plans.
Monitor client portfolios and provide market updates.
Meet targets for new client acquisition and revenue generation.
Support clients in achieving financial goals with guidance and planning.