Financial Advisor (Work From Home)

Industry Category	Sales / Marketing	Position	Sales - Finacial Services
Recruitment Department		Number Of Recruits	several
Work Location	All Cities	Nature Of Work	Full Time
Gender Requirements	Male	Marriage Requirement	No marital status restrictions
Education Level	College Diploma	Work Experience	No work experience restrictions
Age Requirement	Above 18 years old	Salary Package	Negotiable
Updated Date	2022-10-06	Valid Until	Valid for a long time

Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of salesProactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basisConducts needs-based interviews to clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goalsAnalyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client’s needsProvides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decisionEnsures customer’s complete understanding of their major financial decision and discusses their full responsibility over the planAssists clients on any plan-related transactions and gives prompt and accurate response to client’s inquiriesMust be willing to learn and adapt to the ever changing financial needs of clientsMeets the key performance indicators specified by the company including production and persistency

Sun Life GREPA Financial, Inc. (SLGFI) is a joint venture company born out of the cooperation between GPL Holdings, Inc. (a member of the Yuchengco Group of Companies) and Sun Life Financial Philippine Holding Company, Inc. (a member of the Sun Life Financial Group). A product of the union of distinct brands with their own strengths and global recognition, Sun Life GREPA is one of the pioneering life insurance companies in the country.The Company traces its roots to Great Pacific Life Assurance Corporation (Grepalife), which was the flagship life insurance firm of YGC. Established in 1954, it has evolved to be one of the industry’s leaders, with its daring innovations that have now become industry standards. Grepalife was the first local insurance firm to pioneer life insurance installment payments and group credit, among others. It also introduced the salary savings/ salary deduction plan which allowed public servants and ordinary employees to pay for their policies. Carrying its original mandate to bring the benefits of life insurance to those who needed it most – the marginal income earner – Grepalife found greater ways to give more Filipinos access to life insurance. With the joint venture in 2011, Grepalife became Sun Life GREPA Financial, Inc.