Insurance Advisor

Sun Life Philippines; Metro Manila; On-site; PHP 300,000 - 420,000; Full time

Job summary

Sun Life Philippines is seeking an Insurance Advisor in Metro Manila to meet with prospective and existing clients, understand their financial goals, and offer suitable insurance and investment solutions. The role involves guiding clients through policy applications, documentation, and ongoing financial planning support.

Ideal candidates will have knowledge in insurance and finance, strong communication and customer service skills, and a willingness to work on-site or remotely.

Qualifications

• Strong knowledge or interest in Insurance and Finance, and the ability to learn product features and financial planning concepts.
• Experience or aptitude in Consulting, including assessing client needs and providing tailored financial recommendations.
• Demonstrated Customer Service skills, with a focus on building trust, maintaining long-term client relationships, and delivering responsive support.
• Excellent Communication skills, both spoken and written, with the ability to explain complex information in a clear and accessible manner.
• Bachelor’s degree in business, finance, economics, marketing, or a related field is preferred.
• Results-driven mindset, with strong sales orientation and the ability to meet targets ethically and professionally.
• High level of integrity, professionalism, and commitment to client confidentiality and regulatory compliance.
• Willingness to work on-site or remotely and attend trainings, client meetings, and company events as needed.

Responsibilities

• The Insurance Advisor will engage with clients to understand their financial goals, present suitable insurance and investment solutions, and provide ongoing guidance to support long‑term financial planning.
• Daily activities include meeting with prospective and existing clients, conducting financial needs assessments, explaining product features and benefits, and assisting with policy applications and documentation.

Skills

Insurance knowledge

Financial planning

Consulting

Customer service

Communication skills

Sales orientation

Education

Bachelor's degree in business/finance/economics/marketing

Job description

Company Description

Sun Life Philippines is part of a leading global financial services company headquartered in Canada, offering insurance, retirement, and investment solutions to clients worldwide. In the Philippines, Sun Life provides a broad range of insurance, wealth, and asset management products designed to support every Filipino in achieving a brighter financial future. As the country’s first and longest-standing life insurer, the company delivers financial planning and guidance tailored to different life stages. Its offerings include life and health-focused products, innovative wellness initiatives, and investment solutions for individuals, families, and businesses, all supported by strong client service.

Role Description

The Insurance Advisor role is a full-time or part time, on-site position based in Metro Manila. The Insurance Advisor will engage with clients to understand their financial goals, present suitable insurance and investment solutions, and provide ongoing guidance to support long-term financial planning. Daily activities include meeting with prospective and existing clients, conducting financial needs assessments, explaining product features and benefits, and assisting with policy applications and documentation. The role also involves maintaining regular communication with clients, responding to inquiries, and ensuring high-quality client service. Insurance Advisors collaborate with internal teams, participate in training and development programs, and stay updated on industry trends and regulatory requirements.

Qualifications

• Strong knowledge or interest in Insurance and Finance, and the ability to learn product features and financial planning concepts.
• Experience or aptitude in Consulting, including assessing client needs and providing tailored financial recommendations.
• Demonstrated Customer Service skills, with a focus on building trust, maintaining long-term client relationships, and delivering responsive support.
• Excellent Communication skills, both spoken and written, with the ability to explain complex information in a clear and accessible manner.
• Bachelor’s degree in business, finance, economics, marketing, or a related field is preferred.
• Results-driven mindset, with strong sales orientation and the ability to meet targets ethically and professionally.
• High level of integrity, professionalism, and commitment to client confidentiality and regulatory compliance.
• Willingness to work on-site or remotely and attend trainings, client meetings, and company events as needed.