Strategic Financial Planner & Advisor

Sun Life Grepa Financial Inc.; Tacloban; Remote; PHP 300,000 - 500,000; Full time

Job summary

Sun Life Grepa Financial Inc. in the Philippines seeks a dedicated Financial Advisor to deliver tailored financial guidance. You will focus on life and health insurance planning, estate and retirement strategies aligned with client goals, ensuring long-term financial security.

You will build and maintain strong client relationships, assess individual needs, and coordinate with licensed professionals as required. Flexible scheduling supports both part-time and full-time applicants during training.

Qualifications

• Bachelor’s degree or college graduate required.
• Excellent interpersonal skills.
• Willing to take IC government licensure exam.
• Willing to learn and undergo training.
• Flexible work schedule; can be part-time or full-time.

Responsibilities

• Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.
• Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.
• Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are achieved.

Skills

Excellent interpersonal skills

Education

Bachelor’s Degree/College Graduate

Job description

Sun Life Grepa Financial Inc. in the Philippines seeks a dedicated Financial Advisor to deliver tailored financial guidance. You will focus on life and health insurance planning, estate and retirement strategies aligned with client goals, ensuring long-term financial security.

You will build and maintain strong client relationships, assess individual needs, and coordinate with licensed professionals as required. Flexible scheduling supports both part-time and full-time applicants during training.