Finacial Planner

SUN LIFE HK LTD·Insurance

Online
HK work permit required
No experience limit
Diploma of Secondary School
6 days off per month
HK $6K-22K/Month
Job Highlights
First-year allowance plus uncapped commission, flexible bonuses, year-end dividends
14 days of paid annual leave, medical protection plan provided
Flexible working hours, supports hybrid work model
Job benefits
Year-end bonus
Uncapped Commission
Sign-on Bonus
Quarterly Bonus
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Job Description

Job Responsibilities

Provide professional financial planning and asset allocation advice to customers, and help them set financial goals for each stage of their lives

Based on customer needs, analyze risk protection, retirement planning, education funds, and tax arrangements for comprehensive solutions

Through one-on-one consultation and family financial diagnosis, build long-term trust relationships and provide continuous services

Regularly attend local and global conferences to keep up with market trends and industry dynamics

Work requirements

Have secondary five education (DSE five subjects qualified, including Chinese, English and mathematics) or above qualifications

Desire for success and self-motivation, willing to accept challenges and continuous growth

No need for relevant experience, the company provides free license preparation and practical training

Holding a permanent Hong Kong resident identity or meeting the eligibility criteria for Talent Pass, Elite Pass, IANG, Dependents' visa or other qualified work permits

Benefits

First year allowance HKD6,000–22,000 (base salary + high commission)

Flexible bonuses and monthly bonuses, as well as year-end bonuses

Flexible working hours, supporting hybrid work mode and remote work

Enjoy 14 days of annual leave per year and provide a medical insurance plan

Global conference participation opportunities, expand international horizons

View more
Credit Proposals
Telemarketing
Credit Monitoring
Credit Processing
Insurance Underwriting
Cantonese
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Kin Wai Yip
SUN LIFE HK LTD·Unit Manager
Online
Company Overview
Yongming Financial Overview Yongming Financial is a major international financial services institution, providing asset management, wealth, insurance and health solutions to individual and institutional clients. Yongming Financial develops business in multiple global markets, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, and Japan Sun Life Financial Management's total assets are $15,800 billion. For more information, please visit www.sunlife.com. Sun Life Financial Inc. is listed on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges, with trading symbols Numbered "SLF". Sun Life Financial Inc. is the holding company for Manulife Financial Corporation of Canada. Hong Kong Manulife Financial Limited The Company (a limited liability company registered in Bermuda) is a wholly owned subsidiary of Manulife Insurance Company of Canada and operates in Hong Kong Transportation. About Sun Life Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the U.S., the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2026, Sun Life had total assets under management of $1.58 trillion. For more information, please visit www.sunlife.com. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Sun Life Financial Inc. is the holding company of Sun Life Assurance Company of Canada. Sun Life Hong Kong Limited (incorporated in Bermuda with limited liability) is a wholly-owned subsidiary of Sun Life Assurance Company of Canada and operates in Hong Kong.
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