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Financial Analyst

Salary undisclosed

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Company Description

Sun Life Grepa Financial, Inc. (SLGFI) is a joint venture company between the Yuchengco Group of Companies and Sun Life Financial-Philippines. SLGFI offers financial protection products through various channels including agency, bancassurance, and group accounts. The Yuchengco Group is a prominent conglomerate with over 90 companies, while Sun Life has been a key player in the Philippine market for over 120 years.

Role Description

This is a part-time remote role for a Financial Analyst at Sun Life Grepa Financial, Inc. The Financial Analyst will be responsible for financial planning, analyzing financial statements, finance-related tasks, and financial reporting on a day-to-day basis.

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)

Company Description

Sun Life Grepa Financial, Inc. (SLGFI) is a joint venture company between the Yuchengco Group of Companies and Sun Life Financial-Philippines. SLGFI offers financial protection products through various channels including agency, bancassurance, and group accounts. The Yuchengco Group is a prominent conglomerate with over 90 companies, while Sun Life has been a key player in the Philippine market for over 120 years.

Role Description

This is a part-time remote role for a Financial Analyst at Sun Life Grepa Financial, Inc. The Financial Analyst will be responsible for financial planning, analyzing financial statements, finance-related tasks, and financial reporting on a day-to-day basis.

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)