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Sun Life Financial Advisors provide expert guidance to clients in achieving lifetime financial security through personalized financial planning, insurance, and investment solutions. This role is ideal for individuals passionate about helping others make smart financial decisions while building a rewarding and flexible career.
Key Responsibilities:
Conduct financial needs assessments to understand clients goals and priorities.
Recommend appropriate Sun Life products such as life insurance, health protection, investments, and retirement plans.
Build and maintain long-term client relationships through excellent service and consistent follow-ups.
Achieve individual and team sales targets while maintaining professionalism and compliance with company standards.
Participate in training programs and seminars to continuously improve financial knowledge and sales skills.
Promote Sun Life's advocacy of financial literacy and security through community engagement and client education.
Qualifications:
Bachelor's degree in any field (business, finance, or marketing background is an advantage).
Strong communication, interpersonal, and presentation skills.
Self-driven, disciplined, and goal-oriented.
Passionate about helping others achieve financial success.
Willing to undergo Sun Life training and licensing process.
Open to part-time or full-time opportunities.
What We Offer:
Unlimited income potential through commissions, bonuses, and incentives.
Comprehensive training and professional licensing support.
Flexible schedule and work-life balance.
Career growth opportunities (e.g., Unit Manager, Branch Manager).
Local and international travel incentives.
Purpose-driven work that creates lasting impact on clients lives.
Work Setup:
Hybrid / Field-based (client meetings, trainings, and events)
Available nationwide
Bachelors/ Degree
Sun Life Financial in the Philippines offers a wide spectrum of products that include Life Insurance, Accidental Insurance, Pension Plans, Education Plans and Mutual Funds.
Sun Life Financial Philippines is represented in the country by its life insurance arm, Sun Life of Canada (Philippines), Inc. (SLOCPI); its mutual fund manager, Sun Life Asset Management Company Inc. (SLAMC); and its pre-need business distributor, Sun Life Financial Plans Inc (SLFPI).
SLOCPI pioneered life insurance in the Philippines in 1895. Today, we are one of the largest and most trusted insurers in the country with almost half a million policy holders to date.
SLAMC is the fund manager and principal distributor of the biggest family of mutual funds in the country – the Sun Life Prosperity Funds. The company is the first in the industry to have an accounting system that adequately complied with the standards set by the International Accounting Standards (IAS). SLAMC benefits greatly from the expertise of its mother company’s close association with MFS Investment Management – the inventor of mutual funds in the U.S.
SLFPI is the sole distributor of Sun Life’s Pension and Education plans in the country. It is the first pre-need company in the Philippines to offer participating pension and education plans.
As a multinational organization, we are committed to conducting our business with fairness and integrity. A commitment that is based on a fundamental belief in law and honesty.
The quality of our company’s asset structure has been recognized by Standard and Poor’s and the A.M. Best Company, which accorded Sun Life of Canada high positive ratings.
Our Corporate Operations
Sun Life Philippines is part of the Sun Life Financial (SLF) group of companies. Sun Life Financial Inc. is an international leader in protection and wealth management with key operations in Canada, the United States, the United Kingdom, Hong Kong, Japan, Indonesia, India, China, Bermuda, and the Philippines.
We trade on the Toronto (TSX), New York (NYSE) and Philippine stock exchanges under the ticker symbol ‘SLF’.
Job ID: 129073153