Raymond Malapitan, Financial Advisor

A proud Sun Life advisor who can help in your journey towards financial freedom.

22/07/2022

We are hiring 4 financial advisors.
Kung gusto mong kumita ng extra or lumaki ang iyong income tara message mo na kami para malaman ang mga proseso.
Part-time or full time ay pwede.

20/07/2022

Extra Income na 20k, 50k or 100k?
Message lang kung gusto mong malaman kung pano.

Timeline photos 05/03/2022

Follow the 50-30-20 Rule

04/03/2022

Come and join our team. Work from home. Great Benefits.

Email your resume at [email protected]
or send us a message to know more.

02/11/2021

Find out how you can be ready and secured for life’s critical moments, tomorrow!

28/10/2021
28/10/2021

Get an affordable plan for as low as P799 where you can both have insurance, investment and savings in a single plan.

You can also boost your plan with these benefits:
-Total Disability Benefit
-Accidental Benefit
-Critical Illness Benefit
-Hospital Income Benefit
-Added Insurance Coverage
-Added Investment

Send us a message for a FREE quote and online consultation

*price may vary depending on age, occupation, health status and smoking habits. Let us guide you to a brighter future. Get a free quote now!

27/10/2021

Part-Time and Full Time position.

Fresh Graduates are welcome to apply.
Does not need to have sales experience. What we need is the winning and success attitude to meet their goals.

-Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
-Answering client questions about financial plans and strategies and giving financial advice.
-Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
-Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
-Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
-Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
-Managing and updating client portfolios.
-Contacting clients regularly to discover changes in their financial status.
-Building and maintaining your client base.

Photos from Raymond Malapitan, Financial Advisor's post 22/09/2021

Get an affordable plan for only P799 or P999 /month wherein you can get insurance, investment and savings in a single plan.

You can also boost your plan with these benefits:
-Total Disability Benefit
-Accidental Benefit
-Critical Illness Benefit
-Hospital Income Benefit
-Added Insurance Coverage
-Added Investment Projection
*price may vary depending on age, occupation, health status and smoking habits.

COMMENT BELOW OR SEND MESSAGE FOR A SAMPLE PROPOSAL.
Let us guide you to a brighter future. Get a free quote now!

Timeline photos 18/09/2021
14/09/2021

Tell us why

19/08/2021

Get an affordable plan for only P799/month wherein you can get insurance, investment and savings in a single plan.
You can also boost your plan with these benefits:
-Total Disability Benefit
-Accidental Benefit
-Critical Illness Benefit
-Hospital Income Benefit
-Added Insurance Coverage
-Added Investment Projection
*price may vary depending on age, occupation, health status and smoking habits. Message us now!
Let us guide you to a brighter future. Get a free quote now!

Photos from Sun Life Philippines's post 19/08/2021

Through the years, a Sun Life Advisor's commitment to our clients.

11/08/2021
08/08/2021

Get an affordable plan for only P34/day wherein you can get insurance, investment and savings in a single plan.

You can also boost your plan with these benefits:
-Total Disability Benefit
-Accidental Benefit
-Critical Illness Benefit
-Hospital Income Benefit
-Added Insurance Coverage
-Added Investment Projection

*price may vary depending on age, occupation, health status and smoking habits. Message us now!

Let us guide you to a brighter future. Get a free quote now!

07/08/2021
10/03/2021

Interested to learn about Mutual Funds?
Register here: http://bit.ly/BWB-Mar11

10/03/2021

Just take the first step.

08/03/2021

Don't give up, just move forward.

03/03/2021

You need to be prepared to be successful.

02/03/2021

I'm sure you need it.

01/03/2021

Work for your dream. Take action.

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Telephone

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Makati

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