Part-time Financial Advisor (Work-from-Home)

Sun Life of Canada (Philippines), Inc. - Team Karen

Pasay

On-site

PHP 167,000 - 391,000

Full time

14 days+
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Benefits offered by this job

Competitive incentive package
Health and insurance benefits
Provident plan
Year-round sales contests
Cash bonuses
Gift certificates

Job summary

A leading insurance provider in Metro Manila is looking for financial advisors. This role involves assisting clients with their financial planning and investment strategies. No prior experience is required, as comprehensive training will be provided. The candidate should be willing to learn and capable of working independently. This position offers a competitive incentive package, health benefits, and growth opportunities.

Qualifications

  • No experience required, training will be provided.
  • Ability to work independently and manage time effectively.
  • Qualities: Ability to work independently and manage time effectively.

Responsibilities

  • Assist clients with financial planning and investment strategies.
  • Develop customized financial plans to meet clients' goals.
  • Maintain regular communication with clients.
  • Maintain regular communication to monitor clients' financial health.

Skills

Willingness to learn

Job description

Overview

Assist clients with their financial planning and investment strategies. Provide education on financial products and services. Develop customized financial plans to meet clients' individual goals. Maintain regular communication with clients to monitor their financial health.

Requirements
  • Experience Level: No experience required, training will be provided.
  • Skills and Competencies: Willingness to learn
  • Qualities and Traits: Ability to work independently and manage time effectively.
Why join Sun Life Financial

As a Sun Life Financial advisor, you manage your own schedule. You can allocate your time with your family, engage in your passions, and even accommodate other professional endeavors – it’s all up to you.

Find more opportunities to #LiveBrighter by representing the top company in the life insurance industry.

Benefits
  • Competitive incentive package and earns more than its counterparts in the industry
  • Health and insurance benefits
  • Provident plan
  • Participate in year-round sales contests which award qualifiers with local and international trips
  • Cash bonuses and gift certificates
  • And other exciting prizes

Personal and professional advancement is highly valued in Sun Life. With our continuous learning and training programs, you can unleash your full potential and shine even brighter as a financial advisor.

Being a Sun Life Financial advisor gives you the opportunity to make a difference in people’s lives by being their partner to financial freedom. A big portion of the population is still without any form of insurance and investment.

By providing relevant financial advice and guiding them along the way, you can help ensure their security and growth, and help them build a solid future for themselves and their loved ones.

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