Financial Consultant I Full Time

Sun Life Financial - Evergreen NBO

  • Muntinlupa, Philippines
    7/F 45 San Miguel Building, San Miguel Ave., Otigas Center, Pasig City, 45 San Miguel Avenue , Muntinlupa, NCR, Philippines
  • Full time
Posted a month ago and deadline of application is on 27 Jul
Recruiter was hiring 3 minutes ago

Financial Consultant I Full Time

Sun Life Financial - Evergreen NBO

Job Description

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, lucrative income, encouraging work environment, and a lot of growth opportunities.


Identify the financial needs of client and provides recommendations

Provide Financial Planning using accredited tools provided by Sun Life

Asking the right questions to identify expected / current financial challenges

Give recommendations to solve client’s current and future financial needs

Establish a life-time service to clients and their family


Flexible working schedule and location

Unlimited earning potential

Performance-based income (Commission-based Monthly and Quarterly bonus)

Travel Incentive

Insurance and subsidised HMO

Rewards and Recognition

Trainings for continuous learning

Hyper-fast promotion/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

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

Required Skills

  • Content Writing
  • Organizing and Planning
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Public Speaking

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
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
30 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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