Financial Planner (Advisor)

SUN LIFE·Insurance
Replied to 3 talents in 7 days
HK$ *****
Higher Diploma or Associate Degree
No experience limit
HK work permit required
4 to 8 hours/day, 5 days per week, Hybrid,Fixed

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Work benefits
Year-end bonus
Family-friendly Leave
Additional subsidies
Dental plan
Insurance plan
Extra Medical Insurance

Job Description
Key Responsibilities

• Provide professional financial planning consultations and recommend tailored insurance, MPF, investment, and protection solutions.

• Build long-term client relationships through ongoing advice and service.

• Conduct needs analysis and help clients set and achieve meaningful life and financial goals.

• Maintain the highest standards of ethics, professionalism, and client care.

• Participate in company-organized activities to expand your client network and business opportunities.

Who We’re Looking For (Target Profile)

• Young & energetic university graduates (Bachelor’s degree or above).

• Passionate about helping others and making a positive difference in people’s lives.

• Ambitious, self-motivated, and entrepreneurial — you want to build something meaningful.

• Strong interpersonal and communication skills.

• No prior insurance industry experience required (perfect for fresh graduates or early-career switchers).

What We Offer – Designed for Young Talent

BrighterGen Academy is Sun Life Hong Kong’s flagship program to develop the next generation of outstanding young financial professionals.

• Comprehensive Training & Support:

• In-depth training on financial planning, insurance, and MPF.

• Personalized sales coaching and skill development.

• Digital tools, professional branding support, and client-building platforms.

• Fast-track path to Million Dollar Round Table (MDRT) membership. 

• Attractive Compensation & Benefits:

• Competitive sign-on bonus, training allowance, and professional bonus (up to HK$17,000).

• Monthly business allowance (up to HK$50,000*).

• Medical benefits.

• High earning potential with no income ceiling (uncapped commission + incentives). 

• Fast Career Progression:

• Clear promotion path to senior advisor, team leader, or Executive Business Director.

• Opportunity to build and lead your own team.

• Overseas conventions and exchange programs.

Why Join Sun Life HK?

• Join a leading international financial services company with strong brand reputation in Hong Kong.

• Live Sun Life’s core values: Caring, Professional, Inspiring, and Winning.

• Enjoy flexibility, work-life balance potential, and the freedom of running your own practice.

• Build a lifetime career that is both financially rewarding and deeply meaningful. 

If you are a driven young professional who wants to grow quickly, help others achieve their dreams, and take control of your own future, this is your opportunity to shine at Sun Life Hong Kong.

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Languages
Cantonese
English
Mandarin
Skills
Financial Engineering
FIN
Wholesale Banking

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Belle Chu
SUN LIFE · Senior Manager, Wealth and Risk Management
Active within 3 days

Job Location

Whampoa-Hung Hom, Kowloon City

MU Tower A,Hung Hom

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SUN LIFE
SUN LIFE·Insurance
永明金融 Sun Life:百年金融巨擘,引領財富管理新時代 自1865年創立,永明金融作為香港歷史最悠久的跨國壽險公司(1892年進駐香港),以160年穩健根基成就行業標桿。我們連續16年入選“全球百家最可持續發展企業”,榮膺MSCI ESG AAA最高評級,彰顯對長期價值的堅守。 財務實力領跑同業 152%償付能力比率(超監管要求2倍),獲標普AA、穆迪Aa3頂級信用評級 ROE達17.2%(超行業均值30%),EPS 4.89美元 同業第一,為股東創造5年47%總回報 資管規模1.13萬億美元,全球800+專業投資團隊賦能資產增值 香港市場領導者 2024年業績同比增長90%(市場3.2倍),代理人渠道穩居香港前五 高淨值業務絕對優勢:過億保單佔比11.9%,千萬級保單佔首年保費30.9% 全港每8人即有1人為客戶,強積金市場份額第三 代理人賦能體系 永明薈Sun Gateway:2.3萬呎高端財富管理中心,服務億萬資產客戶 獨家培訓資源:與恆生大學合辦全港首個家族辦公室課程,培育專業人才 創新服務支持: ⭐ 市場獨有“歸原紅利保證”儲蓄產品 ⭐ eSun寶醫療支援(覆蓋內地4200+醫院) ⭐ 亞太首屆家族辦公室論壇主辦方 加入我們,共享增長紅利 永明金融正以全港領先的90%增速開拓市場,現招募精英代理人,為您提供: ✅ 高端客戶資源(家族辦公室/億萬保單客群) ✅ 行業頂尖培訓及數字化展業工具 ✅ 可持續發展金融產品矩陣 攜手百年金融平台,定義財富管理新未來!
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