Financial Advisor (Work From Home; Part Time)

apartmentSun Life Grepa Financial placeTarlac schedulePart-time calendar_month 

We are looking for passionate, goal-oriented, and people-focused individuals to join our growing team as Financial Advisors. In this role, you will help individuals and families achieve financial security by providing suitable financial solutions based on their needs and life goals.

Whether you are an experienced sales professional or a career shifter, we welcome individuals who are eager to learn, grow, and build a meaningful career.

Key Responsibilities
  • Build and maintain strong relationships with prospective and existing clients.
  • Conduct financial needs analysis and recommend suitable financial solutions.
  • Educate clients on financial planning, protection, savings, and wealth accumulation.
  • Meet with clients through face-to-face or virtual appointments.
  • Generate leads through networking, referrals, and social media.
  • Provide excellent after-sales service and regular policy reviews.
  • Achieve individual and team performance targets.
  • Participate in training, coaching, and professional development programs.
Qualifications
  • Bachelor’s degree in any field (preferred but not required, depending on company policy).
  • Excellent communication and interpersonal skills.
  • Self-motivated, coachable, and goal-driven.
  • Sales experience is an advantage but not required.
  • Fresh graduates and career shifters are welcome to apply.
  • Willing to undergo training and licensing requirements.
Why Join Us?
  • Competitive commissions and performance incentives
  • Unlimited income potential
  • Flexible work schedule
  • Hybrid work arrangement
  • Local and international travel incentives
  • Comprehensive training and mentorship
  • Career growth and leadership opportunities
  • Recognition and performance awards
apartmentPrivate AdvertiserplaceTarlac
Position: Part-Time Insurance/Sales Agent (Work From Home) Location: Remote / Work From Home Schedule: Flexible, Part-Time Compensation: Commission-based + Incentives Job Description:  •  Conduct virtual consultations with potential clients...
apartmentPrivate AdvertiserplaceCabanatuan, 40 km from Tarlac
Planning client meetings  •  Assist existing clients in their after sales concerns such as policy amendments and claims. Why Join Us?  •  Potential income of Php 10,000 and up  •  Flexible working hours that fit your lifestyle  •  Remote work / WFH setup...
apartmentPrivate AdvertiserplaceTarlac
Planning client meetings  •  Assist existing clients in their after sales concerns such as policy amendments and claims. Why Join Us?  •  Potential income of Php 10,000 and up  •  Flexible working hours that fit your lifestyle  •  Remote work / WFH setup...