Certified Financial Advisor | Manila

Sun Life Financial - Evergreen NBO

  • Manila, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Manila, Metro Manila, Philippines
    Metro Manila
  • 120,000.00 - 200,000.00 PHP / monthPHP120,000.00200,000.00120,000.00MONTH
  • Part time
Posted 12 days ago and deadline of application is on 29 Sep
Recruiter was hiring an hour ago

Certified Financial Advisor | Manila

Sun Life Financial - Evergreen NBO

Job Description

We are looking for 10 individual to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

We will train you for FREE. We will also provide assistance for your license processing.


  • Effort based commission
  • Local and International travel incentives
  • HMO Benefit and Group Life Insurance
  • Retirement program
  • Intensive training and mentoring
  • Work from home or mobile office
  • Career growth

Minimum Qualifications

  • Candidate must possess at least Bachelor’s Degree in any field
  • Willing to attend trainings and seminars on Financial/Insurance Practices
  • Must be willing to do field work
  • Passionate and committed
  • Team players
  • Willing to adapt to change
  • Strong analytical and planning skills;
  • Excellent problem-solving skills;

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus

Required Skills

  • Creative Thinking
  • Organizing and Planning
  • Presentation Skills
  • Attention to Detail
  • Customer Service
  • Coaching
  • Account Management

Preferred Courses

  • Applied Economics [Financial Economics] and BS Accountancy
  • Advertising Management
  • Banking & Finance

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Accounting and Finance
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
San Miguel, 45 San Miguel Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Financial Services
50 openings

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About Sun Life Financial - Evergreen NBO

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).
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