Part-Time Financial Advisor — Flexible Schedule & Commission

Private Advertiser; Mimaropa; On-site; PHP 180,000 - 300,000; Part time

Benefits offered by this job

Flexible part-time scheduling

Commission-based remuneration

Comprehensive training and development

Access to a full range of financial产品s

Supportive team with mentors

Health and wellness benefits for part‑

Job summary

Sun Life of Canada Philippines is seeking a dedicated Financial Advisor in Mimaropa. This part-time position offers flexible scheduling to help clients meet their financial goals with personalised advice and solutions. You will build lasting client relationships and contribute to growth in a supportive team environment.

The role emphasizes delivering excellent service, keeping up with regulatory changes, and achieving sales targets while balancing a flexible work-life pattern.

Qualifications

• Strong communication and interpersonal skills.
• Sales experience in financial services, insurance, or related sectors.
• Sound understanding of financial products, investment principles and risk management.
• Ability to work independently and meet sales targets while balancing work-life demands.
• Excellent organization and time management skills; capable of managing a flexible schedule.

Responsibilities

• Assess clients' financial situations, goals, and risk tolerance to provide tailored financial advice.
• Present and explain financial products and services to clients.
• Build and maintain a client portfolio through relationship management and follow-ups.
• Identify client needs and recommend insurance and investment solutions.
• Prepare comprehensive financial plans and proposals for clients.
• Process applications and documentation for financial products accurately.
• Stay informed of product offerings, market trends and regulatory changes.
• Achieve sales targets and performance objectives.
• Provide exceptional customer service and support to clients.

Skills

Communication skills

Sales experience

Financial product knowledge

Independent work ethic

Organization and time management

MS Office and CRM proficiency

Regulatory and compliance awareness

Education

Finance or Business degree

Insurance license

Securities license

Tools

Microsoft Office

CRM systems

Job description

Sun Life of Canada Philippines is seeking a dedicated Financial Advisor in Mimaropa. This part-time position offers flexible scheduling to help clients meet their financial goals with personalised advice and solutions. You will build lasting client relationships and contribute to growth in a supportive team environment.

The role emphasizes delivering excellent service, keeping up with regulatory changes, and achieving sales targets while balancing a flexible work-life pattern.