Part-Time Remote Financial Planner & Advisor

Sun Life Philippines; Naga; Remote; PHP 223,000 - 446,000; Part time

Job summary

Sun Life Philippines is seeking a part-time remote Financial Advisor to help clients assess financial goals and develop personalized plans covering protection, savings, and long-term wealth-building.

You will conduct consultations, present suitable insurance and investment solutions, and guide clients through retirement and health coverage options while maintaining ongoing advisory support and accurate client records.

Qualifications

• Bachelor’s degree preferred; certifications a plus.
• Remote, part-time role in financial advisory.
• Knowledge of Philippine financial regulations.
• Ability to explain product features and risks clearly.
• Strong communication and interpersonal skills.
• Experience in retirement planning preferred.

Responsibilities

• Conduct financial planning consultations with clients.
• Present insurance and investment solutions.
• Guide clients on retirement and health coverage options.
• Maintain regular client communication and advisory support.
• Keep accurate records of client interactions and recommendations.
• Stay informed about Sun Life products, market trends, and regulations.

Skills

Financial planning

Financial advisory

Finance & investments

Retirement planning

Communication skills

Remote work

Independence

Client needs analysis

Education

Bachelor's degree in Finance/Business

Job description

Sun Life Philippines is seeking a part-time remote Financial Advisor to help clients assess financial goals and develop personalized plans covering protection, savings, and long-term wealth-building.

You will conduct consultations, present suitable insurance and investment solutions, and guide clients through retirement and health coverage options while maintaining ongoing advisory support and accurate client records.