Part-Time Remote Financial Advisor – Plan Secure Futures

Sun Life Grepa Financial, Inc.

Governor Generoso

On-site

PHP 201,000 - 357,000

Part time

6 days ago

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Job summary

Sun Life Grepa Financial, Inc. seeks a part-time, remote Financial Advisor to help clients understand and achieve financial goals. You will conduct consultations, assess needs, and recommend protection, investment, and retirement solutions.

Responsibilities include preparing plans, monitoring portfolios, and regular follow-ups to adapt strategies as clients’ lives change. Maintain records, stay updated on market trends and company products, and collaborate with internal teams to deliver

Qualifications

Strong financial planning and advisory skills to assess client needs and design solutions.
Solid understanding of finance and investments to explain product options and portfolio strategies.
Knowledge of retirement planning to guide clients in building long-term income.
Excellent communication, interpersonal, and client relationship management skills.
Ability to work independently in a remote, part-time setup with strong time management.

Responsibilities

Conduct client consultations and assess financial needs and priorities.
Recommend appropriate financial protection, investment, and retirement solutions.
Prepare and present financial plans and monitor client portfolios.
Follow up regularly to adjust strategies as life circumstances change.
Maintain accurate records and stay current with market trends and products.