Remote Part-Time Financial Advisor | Client Planning

Sun Life Philippines; Davao City; On-site; PHP 223,000 - 402,000; Part time

Job summary

Sun Life Philippines is seeking a part-time remote Financial Advisor to engage with clients, assess financial goals, needs, and risk profiles, and recommend insurance, investment, and retirement solutions.

The role includes conducting client consultations, preparing personalized financial plans, and presenting product options that align with clients’ short- and long-term objectives, with ongoing portfolio reviews and regulatory compliance.

Qualifications

• At least College Graduate.
• Computer literate.
• Coachable.

Responsibilities

• Conduct client consultations to assess goals and risk profiles.
• Prepare personalized financial plans for clients.
• Present product options aligned with clients' objectives.
• Maintain records, perform portfolio reviews, and ensure regulatory compliance.

Skills

Client consultations

Financial planning

Portfolio review

Education

College Graduate

Job description

Sun Life Philippines is seeking a part-time remote Financial Advisor to engage with clients, assess financial goals, needs, and risk profiles, and recommend insurance, investment, and retirement solutions.

The role includes conducting client consultations, preparing personalized financial plans, and presenting product options that align with clients’ short- and long-term objectives, with ongoing portfolio reviews and regulatory compliance.