Part-Time Insurance & Financial Advisor (Hybrid) – Training & Growth

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

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.