Financial Analyst
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)