Financial Advisor (Work From Home; Part 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.
Qualifications:
Bachelor’s Degree/College Graduate
Excellent interpersonal skills
Willing to take IC government licensure exam
Willing to learn and undergo training
Flexible work schedule (can work as part time or full time)
Employer questions
- Do you have a Bachelor Degree?
- What's your expected monthly basic salary?
- Are you willing to undergo a pre-employment background check?
- Which of the following types of qualifications do you have?
- Are you available to work public holidays?
- How many years' experience do you have as a financial adviser?
- Which of the following Microsoft Office products are you experienced with?
- How many years' experience do you have with investment fund management?
Company profile
Sun Life Grepa Financial, Inc. (Sun Life Grepa) is a joint venture between the Yuchengco Group of Companies (YGC) and Sun Life Philippines (Sun Life). Sun Life Grepa offers financial protection products through its agency, bancassurance, and group account channels. YGC is one of Southeast Asia's largest conglomerates with over 90 companies, while Sun Life has been a top player in the Philippine market for over 125 years.
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