job description
Join Sun Life Grepa Financial as a Remote Financial Advisor and empower clients in Bali and beyond to achieve their long-term financial goals. This part-time, work-from-home opportunity allows you to provide expert financial guidance on investments, estate planning, protection, and educationâall while enjoying the flexibility of remote work in paradise.
As a trusted advisor, youâll build meaningful client relationships, tailor financial strategies to individual needs, and help secure their financial future. Whether you're based in Canggu, Ubud, or any other part of Bali, this role offers the perfect blend of professional growth and lifestyle freedom.
Why choose us? Sun Life Grepa Financial is a leading name in insurance and financial services, committed to excellence and client success. With competitive commission-based earnings and the chance to make a real impact, this is your opportunity to thrive in a dynamic, rewarding career.
Responsibility
- Provide personalized financial advice on investments, insurance, estate planning, and education savings.
- Conduct virtual client consultations to assess financial needs and recommend tailored solutions.
- Develop and present comprehensive financial plans aligned with clients' long-term goals.
- Stay updated on market trends, financial products, and regulatory changes.
- Build and maintain strong client relationships through proactive communication.
- Collaborate with internal teams to ensure seamless service delivery.
- Meet and exceed sales targets while maintaining high ethical standards.
- Leverage digital tools to manage client portfolios and track progress.
Qualifications
- Bachelorâs degree in Finance, Economics, Business, or a related field.
- Proven experience in financial advisory, insurance, or wealth management (preferred but not required).
- Strong interpersonal and communication skills for virtual client interactions.
- Ability to analyze financial data and explain complex concepts clearly.
- Self-motivated with excellent time management and organizational skills.
- Proficiency in financial software and CRM tools.
- Licenses or certifications in financial planning (e.g., CFP, RFC) are a plus.
- Residence in Bali or willingness to relocate to the specified areas.