Financial Advisor

Company Description

Sun Life Grepa Financial, Inc. (SLGFI) is a joint venture partnership between the Yuchengco Group of Companies (YGC) and Sun Life Financial-Philippines. We offer financial protection products through various channels, including agency, bancassurance, and group accounts. YGC is one of Southeast Asia's largest conglomerates with over 90 companies, while Sun Life has been a leading player in the Philippine market for over 120 years.

Role Description

This part-time hybrid role as a Financial Advisor is located in Makati, with some work-from-home flexibility. The Financial Advisor will be responsible for providing financial planning services, including investments, retirement planning, and financial advisory. The role entails analyzing clients financial situations, developing customized solutions, and maintaining client relationships to ensure financial goals are met.

Qualifications

• Financial Planning, Finance, and Financial Advisory skills
• Retirement Planning and Investments expertise
• Effective communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently and in a hybrid work environment
• Experience in the financial services industry is a plus
• Bachelor's degree in Finance, Economics, Business Administration, or related field