Sr. Financial Analyst I

Sun Life; Taguig; On-site; PHP 320,000 - 420,000; Full time

Job summary

Sun Life Philippines is seeking a dedicated Call Centre professional to deliver outstanding customer service for inquiries about products, services and policies. The role emphasizes strong English communication, listening skills, and adherence to company guidelines.

You will work with a team of colleagues to handle inbound calls, solve client questions from the first contact, and contribute to a culture of service excellence within the Sun Life client experience.

Qualifications

• Strong command of the English language, both verbal and written.
• Ability to handle diverse situations in a positive and professional manner.
• Proficiency with Windows OS and Office applications.

Responsibilities

• Provide world class call centre service for inquiries on products, services, policies and claims (inbound calls).
• Handle inquiries with a friendly and professional approach from the first contact, following policies and procedures.
• Collaborate with the team and learn continuously to improve quality and efficiency.
• Commit to teamwork and adherence to internal policies and guidelines.

Skills

English communication

Active listening

Customer service

Problem solving

Tools

Microsoft Office

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we’re driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you’ll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients’ lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

SPECIFIC ACCOUNTABILITIES

Operational Excellence – Call Management

Interact and manage received calls effectively and professionally by providing the customers with outstanding customer service experience through the following:

• Provide a “World Class Call” customer service in assisting clients with their inquiries about our products, services, policies and claims (inbound calls)
• Solve client’s inquiries in a friendly and professional way from the very first call while adhering to Sun Life’s policies and procedures
• Be measured against quality, efficiency and effectiveness measures to help you continuously improve
• Work collaboratively as a team to learn, improve and grow

Teamwork, Collaboration, and Engagement

• Commit to work efficiently, cooperatively, and consistently with other team members, colleagues and/or superiors through various projects, learning and development, skills assessment, and/or process improvement.
• Ensure to comply with the company’s internal and operations policies and guidelines.

QUALIFICATIONS AND COMPETENCIES REQUIRED:

Communication Skills

• Strong command of the English language both verbal and written communication
• Exceptional active listening skills
• Ability to handle diverse situations in a positive and professional manner
• Ability to adapt quickly and be comfortable with change

Technical Skills

• Proficient Windows knowledge
• Proficient with Office applications – Word, Excel, and PowerPoint
• Good understanding of investment terminologies

Core Competencies

• Collaborates Effectively – partners to deliver on team and organization goals.
• Communicates Confidently – Shares relevant information in a direct, compelling, and transparent fashion. This is in horizontal and vertical structure.
• Focuses on the Customer – Builds relationships with customers by understanding and responding to their needs and ensuring fair treatment.
• Takes Accountability – Sets and achieves stretch objectives.
• Understands our business – Knows the fundamentals of the SLF business.

Job Category:

Call Centre

Posting End Date:

01/09/2026