Sun Life is a leading global financial services company based in Canada, offering a wide range of insurance, retirement, and investment products and services to individual and corporate clients. Sun Life Philippines provides diverse financial solutions to help Filipinos achieve a brighter future. As the country’s first and longest-standing life insurer, Sun Life offers financial planning, life insurance for every life stage, investment products, health-focused products, and exceptional client servicing.

This is a part-time hybrid role for an Associate at Sun Life Philippines, located in Metro Manila with some work-from-home flexibility. The Associate will be responsible for day-to-day tasks including assisting clients with their financial planning and insurance needs, managing investment products, providing exceptional client servicing, and maintaining records and documentation. The role may also involve participating in wellness community initiatives and coordinating with various teams to ensure seamless service delivery.

• Financial planning, life insurance, and investment product management skills
• Client servicing and communication skills
• Record-keeping and documentation management skills
• Proficiency in managing and working within online and digital platforms
• Strong organizational and time-management skills
• Ability to work both independently and collaborate as part of a team
• Experience in the financial or insurance industry is a plus
• Bachelor's degree in Finance, Business Administration, or related field preferred

Please refer to job description.