Sun Life of Canada (Philippines), Inc.

Financial Advisor Job Vacancy At Sun Life Philippines

Viewed 64 times

Job Description



Job Description:

  • Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of sales.
  • Proactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basis.
  • Conducts 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 goals.
  • Analyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client’s needs.
  • Provides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decision.
  • Ensures customer’s complete understanding of their major financial decision and discusses their full responsibility over the plan.
  • Assists clients on any plan-related transactions and gives prompt and accurate response to client’s inquiries.
  • Must be willing to learn and adapt to the ever changing financial needs of clients.

Perks of being a Financial Advisor:

  1. Flexible Working Hours
  2. High Potential Income (Write your own paycheck)
  3. Earn up to 12 months bonus
  4. Fast Career Growth
  5. Travel around the world for free (VIP Accommodation)
  6. Get Awards & Recognition

Open for: 

  • Part-time and Full-time
  • Hybrid, Onsite or WFH

Send your latest CV/Resume to: 

FB: Pat Barretto Erni



  • Any Financial based graduate.

Other Points

  • Company Details: ” Sun Life of Canada (Philippines), Inc. “. Double Dragon West, Pasay City, Philippines.
  • Who We Are: Sun Life in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life. In 1895, Sun Life Financial began its operations in the Philippines through the representation of the H.J. Andrews and Co., a British trading firm. Throughout the Philippine Revolution, Sun Life Philippines experienced continuous growth; and by its 125th year in the country, the company posted huge growth while planting the seeds of financial protection in the island.

Job Summary

Philippines Location
Full Time Job Type
Salary 10k - 25k INR, 15k - 30k INR
Entry level Any Financial based graduate.
Sun Life of Canada (Philippines), Inc.


Sun Life of Canada (Philippines), Inc.


Double Dragon West, Pasay City, Philippines Phone: (632) 8849-9888

Similar Jobs

The largest community on the web to find and list jobs that aren't restricted by commutes or a specific location.

  • Technix Technology

    Technix Technology is seeking a dedicated Support Professional to provide exceptional customer service for our accounting software, BusinessBook Plus. The ideal candidate will have a strong foundation in accounting principles and be proficient in using modern accounting software to troubleshoot and resolve customer issues effectively.

  • KNV Capital Services Pvt Ltd

    Vacancy For Customer Relation Manager

    • KNV Capital Services Pvt Ltd
    • Office

    Customer support Job

  • The Smart MBA Academy

    We are hiring for the Role - Academic Counsellor/ Career Counsellor (Work from Home).Requirements -1. Graduate/Postgraduate in any stream (BSc, BCom, BBA, BA, MBA etc.)2. Basic knowledge of Excel, Google Sheet, and Zoom3.Good communication skills4. Ability to communicate with the customer and guide them through the whole process of enrolling with the Platform5. Good Internet connection, Smart Phone/Laptop is a must6. Only Freshers are invited to apply.Apply at - www .thesmartmba. com -> Careers -> Academic Counsellor -> Job Application