Financial AdvisorSun Life Financial - Diamond Tree NBO
Workplace: MetroManila, Manila, Makati
Salary: Agreement
Work form: Full time
Posting Date: 08/11/2025
Deadline: 03/11/2020
Help assess clients' financial needs and goals;
Provide achievable financial goals;
Establish a realistic plan to meet those goals;
Interpret how other programs may impact clients' plans;
Guide to put plans into action;
Keep track of the investment plans regularly;
Prepare financial plans and check their accuracy;
Respond to prospective customer queries about financial planning;
Candidate must possess at least a Bachelor's/College Degree;
Preferably 1-4 years sales experience in any industry;
Fresh Graduates are welcome to apply;
Systematic and can work in fast-paced environment;
Strong analytical and planning skills;
Good communication and presentation skills;
Team player
Willing to be trained;
Part-time positions available.
Flexitime
Performance Bonus
Work from Home
Retirement Benefit Plans
Life Insurance
Entry Level / Junior, Apprentice Sales and Marketing Insurance and Investments 20 openings Bachelor's degree graduate
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.
Kalibrr
Provide achievable financial goals;
Establish a realistic plan to meet those goals;
Interpret how other programs may impact clients' plans;
Guide to put plans into action;
Keep track of the investment plans regularly;
Prepare financial plans and check their accuracy;
Respond to prospective customer queries about financial planning;
Candidate must possess at least a Bachelor's/College Degree;
Preferably 1-4 years sales experience in any industry;
Fresh Graduates are welcome to apply;
Systematic and can work in fast-paced environment;
Strong analytical and planning skills;
Good communication and presentation skills;
Team player
Willing to be trained;
Part-time positions available.
Flexitime
Performance Bonus
Work from Home
Retirement Benefit Plans
Life Insurance
Entry Level / Junior, Apprentice Sales and Marketing Insurance and Investments 20 openings Bachelor's degree graduate
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.
Kalibrr
Other Info
Makati City, Metro Manila
Permanent
Part-time
Permanent
Part-time
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Sun Life Financial - Diamond Tree NBO
About the company
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