• Provide financial planning services to clients, assessing their financial goals and needs.
• Develop and implement personalized financial strategies to help clients achieve their objectives.
• Educate clients on various financial products and services available in the market.
• Continuously monitor and review clients' financial plans, making adjustments as necessary.
• Build and maintain strong relationships with clients to enhance customer satisfaction and retention.

Requirements

• Educational Qualifications: Bachelor’s degree
• Experience Level: Entry-level
• Skills and Competencies: Excellent communication skills, ability to learn quickly, obedience, and a growth-oriented mindset.
• Working Conditions: Flexible working hours and work-from-home set-up.

Why should you become a Sun Life Financial advisor?

As a Sun Life Financial advisor, you manage your own schedule. You can allocate your time with your family, engage in your passions, and even accommodate other professional endeavors – it’s all up to you.

Find more opportunities to #LiveBrighter by representing the top company in the life insurance industry.

As a Sun Life Financial advisor, you’ll become part of a group that enjoys

• Competitive incentive package and earns more than its counterparts in the industry
• Health and insurance benefits
• Provident plan
• Participate in year-round sales contests which award qualifiers with local and international trips
• Cash bonuses and gift certificates
• And other exciting prizes

Personal and professional advancement is highly valued in Sun Life. With our continuous learning and training programs, you can unleash your full potential and shine even brighter as a financial advisor.

Being a Sun Life Financial advisor gives you the opportunity to make a difference in people’s lives by being their partner to financial freedom. A big portion of the population is still without any form of insurance and investment.

By providing relevant financial advice and guiding them along the way, you can help ensure their security and growth, and help them build a solid future for themselves and their loved ones.