We are looking for professionals who are goal-driven to join our team of dynamic, hardworking individuals who will help us spread financial literacy among Filipinos. This career offers flexible hours, a lucrative income, encouraging work environment, and a lot of growth opportunities.
Main Duties:

  • Identify the financial needs of the client and provides recommendations
  • Provide Financial Planning uses accredited tools provided by Sun Life
  • Asking the right questions to identify expected / current financial challenges
  • Give recommendations to solve the client’s current and future financial needs
  • Establish a lifetime service to clients and their family
Minimum Qualifications

What We Offer:

  • Flexible working schedule and location
  • Unlimited earning potential
  • Performance-based income (Commission-based Monthly and Quarterly bonus)
  • Travel Incentive
  • Insurance and subsidized HMO
  • Rewards and Recognition


Minimum Qualifications

  • Candidate must possess at least a Bachelor’s Degree in any field
  • Willing to attend Zoom training and seminars on Financial / Insurance Practices
  • Passionate and committed
  • Team player
  • Willing to adapt to change
  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
Perks and Benefits
  •  Flexitime
  •  Work from Home
  •  Retirement Benefit Plans
  •  Life Insurance
  •  Performance Bonus
  •  Flexitime
  •  Work from Home
  •  Retirement Benefit Plans
  •  Life Insurance
  •  Performance Bonus
Required Skills
  • Organizing and Planning
  • Presentation Skills
  • Attention to Detail
  • Problem Solving
  • Critical Thinking
  • Leadership skills
  • Computer Literacy / Basic Computer Skills
  • Organizing and Planning
  • Presentation Skills
  • Attention to Detail
  • Problem Solving
  • Critical Thinking
  • Leadership skills
  • Computer Literacy / Basic Computer Skills
Preferred Courses
  • Accountancy
  • Business Administration [Marketing & Advertising Management]
  • Accountancy
  • Business Administration [Marketing & Advertising Management]
Office Address
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. Currently celebrating its 125th year anniversary, Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income as reported by the Insurance Commission. Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives. In doing so, we are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world. Evergreen NBO is now on its 15th year in existence and has over 150 agency sales force. The branch's strength lies in its focus on training, and has since successfully produced several Million Dollar Round Table (MDRT), International Quality Awardees (IQA), Leaders' Conference, and Macaulay Club qualifiers. It's Management Team has distinguished themselves in qualifying in Sun Life's Management Elite group: Triple A awards, General Agency Management Association (GAMA) International: International Management Award (IMA) Platinum (for the branch) and GAMA Front-line Leader Award (FLA) (Unit Manager level).

Financial Advisor

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