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 guidance on investments, estate planning, protection, and education fundingâall while enjoying the flexibility of a remote role in paradise.
As a trusted advisor, youâll build meaningful client relationships, tailor financial strategies to individual needs, and help secure futures through comprehensive financial planning. Whether youâre based in Canggu, Ubud, or any of Baliâs vibrant communities, this role offers the perfect blend of professional growth and lifestyle freedom.
Why choose us? Sun Life Grepa Financial is a leader in the insurance and superannuation industry, committed to innovation and client success. With competitive commission structures, ongoing training, and a supportive remote work environment, this is your chance to make a real impactâon your terms.
Responsibility
- Conduct virtual consultations to assess clientsâ financial goals, risk tolerance, and needs.
- Develop personalized financial plans covering investments, insurance, retirement, and education funding.
- Educate clients on financial products, including life insurance, mutual funds, and estate planning tools.
- Monitor and review client portfolios, providing proactive adjustments based on market trends.
- Build and maintain a client base through networking, referrals, and digital outreach.
- Ensure compliance with industry regulations and company policies in all advisory activities.
- Collaborate with internal teams to deliver seamless client service and support.
- Stay updated on financial markets, tax laws, and product innovations to offer cutting-edge advice.
Qualifications
- Bachelorâs degree in Finance, Economics, Business, or a related field (or equivalent experience).
- Proven experience in financial advisory, insurance, or wealth management (remote experience a plus).
- Strong interpersonal and communication skills to build trust with diverse clients.
- Self-motivated with excellent time management and organizational abilities.
- Proficiency in financial planning software and digital collaboration tools (e.g., Zoom, CRM systems).
- Licenses or certifications in financial advisory (e.g., CFP, RFC) are highly desirable.
- Residence in Bali or willingness to relocate to one of the specified areas.
- Passion for helping others achieve financial security and independence.