Sun Life Financial - Diamond Tree NBO
Sun Life Financial - Diamond Tree NBO

Sun Life Advisor  

Sun Life Financial - Diamond Tree NBO

  • Mandaluyong, Philippines
    EDSA Central Ave, Highway Hills, Mandaluyong, NCR, Philippines
  • PHP 15,000.00 - PHP 150,000.00 / month
  • Full timeFULL_TIME

Expired 9 days ago

Job closed.

Job Description

  • Client sourcing and prospecting.
  • Assess clients' financial needs and goals;
  • Set achievable financial goals;
  • Develop a realistic and holistic plan to meet those client's goals;
  • Monitor investment plans regularly;
  • Prepare financial plans and check their accuracy;
  • Respond to prospective customer queries about financial planning;

Minimum Qualifications

  • Candidate must possess at least a Bachelor's/College Degree;
  • Preferably at least 2 years work experience in any industry;
  • Systematic and flexible;
  • Good communication and interpersonal skills;
  • Capable of attending blended meetings for both virtual and face-to-face.
  • Must have a stable internet, laptop or ipad devices.

Perks and Benefits

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Stock OptionsStock Options
  • HousingHousing
  • Medical / Health InsuranceMedical / Health Insurance
  • Employee DiscountsEmployee Discounts
  • Performance BonusPerformance Bonus
  • Recruitment / Signing BonusRecruitment / Signing Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime


  • Work from anywhere (with ISO offices all over the Philippines)
  • Super flexible working hours;
  • Unlimited Income Potential;
  • Monthly Performance Bonus.
  • Free Local and International Travels;
  • Structured Training Programs;
  • Personal Development Workshops;
  • Financial Advisor Development (Professional Advisor Path/ Career Management Path);
  • Industry Accreditations (RFP, CWP, AFP, ChFP, etc);
  • Target based incentives (Gadget, trips, gift certificates, fine dining, etc);
  • Rewards and recognition like no other;

Required Skills

  • Organizing and Planning
  • Presentation Skills
  • Interpersonal Skills
  • Problem Solving
  • Critical Thinking
  • Product Positioning
  • Rapport Building

Preferred Courses

  • Engineer
  • Finance
  • Hotel, Restaurant & Institution Management [Hospitality Management Track]

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Management and Consultancy
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Greenfield District Central Park, EDSA Central Ave, 1554 Mandaluyong, Philippines
Insurance and Investments
8 openings

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About Sun Life Financial - Diamond Tree NBO

Established in 1965, Sun Life Financial is one of the largest and oldest international life insurance companies in the world. Sun Life Financial 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. To date, the company has grown to over 70 branches nationwide. The Diamond Tree Branch is a stronghold of new and seasoned financial advisors working together to serve our clients as we strive to make Sun Life the best insurance and asset management company in the country. Our branch is home to leaders and top performers within the company and across the entire industry, even attaining prestigious MDRT and GAMA memberships, recognized on both local and international levels. In harmony with Sun Life’s goal of becoming a “Partner for Life” to our clients, we at Diamond Tree Branch seek to fulfill this through the realization of our mission - to develop leaders, and to transform lives. Join us, and become a part of the revolution for a brighter life.

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