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Joeffrey Sevilla

@joeffreysevilla

Life Insurance Agent at Sun Life of Canada (Philippines), Inc., guiding clients to financial-protection solutions through needs-based consultations.

Philippines

Message

At Sun Life of Canada (Philippines), Inc., I conduct needs-based consultations and recommend financial-protection solutions to prospective and existing clients. I explain product benefits and requirements clearly, address questions, and guide prospects through next steps.

I also manage lead follow-ups, appointments, client records, and documentation using CRM tools and spreadsheets. My earlier experience includes customer service, business operations, and computer repair and maintenance.

Experience

Work history, roles, and key accomplishments

Current

Life Insurance Agent

Current

Sun Life of Canada (Philippines), Inc.

Jan 2025 - Present (1 year 9 months)

Engage prospective and existing clients through phone, messaging, online meetings, and face-to-face consultations. Conduct needs-based consultations to understand client priorities and recommend appropriate financial-protection solutions. Present insurance products, benefits, features, and requirements using clear and customer-focused explanations. Handle questions and objections by identifying cu