Job Descriptions:

• Provide professional financial analysis services and solutions to individual clients

• Provide group and pension solutions to corporate clients

• Expand potential market with active exploration

• Plan and participate in different promotional activities

• Equip professional financial knowledge and skills constantly for on-going career development 

Requirements:

• HKCEE Form 5, HKDSE level or equivalent or above

• Willing to accept challenge

• Good Communication Skills and Strong Sense of Responsibility

• PRC connection and proficient in Mandarin are welcome

We offer*:

• Monthly Income Builder Allowance up to HK$100,000

• Attractive Commission Package and bonus

• Professional honors and awards

• Well-established sales support flatform

• Comprehensive & Advanced Training for Professional Designations e.g.CFPCM

• Overseas Conventions for Outstanding Performers

• Professional development and clear promotion steppingstone to managerial position

• Group Life and Medical Benefits

• Applicants with relevant experience will be appointed as Senior Financial Planner

To apply:

Please send your full resume to [email protected] . Short-listed candidates will be invited to attend interview.

* Remuneration, commissions, and bonuses are subject to agreement and subject to certain conditions and qualifications. For the calculation details, please discuss with the recruitment manager. Sun Life Hong Kong Limited reserves the right to make changes, and in case of any dispute, final decision will be made by Sun Life Hong Kong Limited.

FP/SFP_Recruitment Advertisement Template – May 2025

Important Notes:

- Successful candidates will be invited to sign an agreement as independent contractor with Sun Life Hong Kong Limited.

- Remuneration package, compensation and training are subject to relevant contractual terms.

- Sun Life Hong Kong Limited is limited liability company incorporated in Bermuda.

Personal Information Collection Statement:

- The personal data collected in this application will be used by the agencies / sales representatives of Sun Life Hong Kong Limited) to assess your suitability to assume the job duties of the position for which you have applied and to determine preliminary remuneration, compensation, bonus and title package to be discussed with you subject to selection for the agency position.

- The personal data to be collected from CV submission are regarded as mandatory for selection purposes. Failure to provide these data may affect the processing and outcome of your application.

- It is our policy to retain the personal data of unsuccessful applicants for future agency recruitment purposes for a period of six months.