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Financial Advisor

No Experience

Sun Life of Canada (Philippines), Inc.

With business certificates
Bacolod City, Negros Occidental
Posted on : March 02, 2019
Job ID : 306230


Sun Life Financial in the Philippines offers a wide spectrum of products that include Life Insurance, Accidental Insurance, Pension Plans, Education Plans and Mutual Funds.

Sun Life Financial Philippines is represented in the country by its life insurance arm, Sun Life of Canada (Philippines), Inc. (SLOCPI); its mutual fund manager, Sun Life Asset Management Company Inc. (SLAMC); and its pre-need business distributor, Sun Life Financial Plans Inc (SLFPI).

SLOCPI pioneered life insurance in the Philippines in 1895. Today, we are one of the largest and most trusted insurers in the country with almost half a million policy holders to date.

SLAMC is the fund manager and principal distributor of the biggest family of mutual funds in the country – the Sun Life Prosperity Funds. The company is the first in the industry to have an accounting system that adequately complied with the standards set by the International Accounting Standards (IAS). SLAMC benefits greatly from the expertise of its mother company’s close association with MFS Investment Management – the inventor of mutual funds in the U.S.

SLFPI is the sole distributor of Sun Life’s Pension and Education plans in the country. It is the first pre-need company in the Philippines to offer participating pension and education plans.

As a multinational organization, we are committed to conducting our business with fairness and integrity. A commitment that is based on a fundamental belief in law and honesty.

The quality of our company’s asset structure has been recognized by Standard and Poor’s and the A.M. Best Company, which accorded Sun Life of Canada high positive ratings.
(Cebu, Bacolod, Ormoc, Tacloban, Palawan, Dumaguete, Tagbilaran, Roxas, Kalibo, Iloilo)

  • Male or Female /Single or Married
  • College graduate (preferably business course)
  • Demonstrates entrepreneurial inclination
  • Communicates well & Energetic
  • Great interpersonal skills – relates very well with people
  • Active in social / community / business organizations
  • Propagate Company vision, mission and values among unit members.
  • Develop a successful strategy; set of objectives, and action plans to achieve  an  annual  increase  in the sale of quality business, which satisfies personal, Agent and unit income objectives.
  • Ensure  that  targets and objectives are met on a monthly, quarterly and yearly basis.
  • Achieve  an  annual  increase in unit manpower while meeting Company standards for retention as published by the Company.
  • Practice results-oriented management principles to achieve growth in sales and manpower.
  • Train new Agents using Company-sponsored training programs.
  • Assist  the  New  Business  Manager  in  developing and implementing training plans for experienced agents.
  • Guide   Agents   toward   well-established  careers  by  stressing client-oriented sales and service techniques.
  • Assist  the New Business Manager in preparing target market analysis appropriate  for specific unit members and guide Agents in successful market penetration. Build and maintain a professional selling environment in the unit by
  • setting an example of leadership and personal growth.
The successful Financial advisor shall be  endorsed to become a Manager Candidate for Visayas Area (Cebu, Tagbilaran,Dumaguete,Ormoc,Tacloban, Iloilo,Bacolod,Kalibo,Roxas and Puerto Princesa)
  • Earn an income that equals your hard work and determination where there is no ceiling to your earning potential.
  • Being a Financial Advisor means running your own business, where your success lies in your own hands.
  • Shatter the 8-5 myth. Let work and play come together at your own pace.
  • As you help others plan for their financial future, you enrich your present.
For more information about our company, visit our website:

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