Financial Advisor

Role Description

This is a part‑time Financial Advisor role based in Bulacan, Nueva Ecija, Pampang and Quezon City area with a hybrid work arrangement, combining in‑person meetings and some work‑from‑home flexibility. The Financial Advisor will engage prospective and existing clients to understand their financial goals and provide tailored insurance, investment, and retirement solutions.

Daily activities include prospecting, conducting financial needs analyses, preparing and presenting proposals, and supporting clients through the application up to after‑service process. The role also involves regularly reviewing client portfolios, monitoring market and product analysis from other insurance companies, and ensuring clients remain on track toward their financial objectives.

The Financial Advisor will collaborate with Sun Life teams for training, compliance, and sales support while maintaining accurate records and adhering to regulatory and ...