Initial Screening

Hi! Good day, may I speak with _____, my name is Paul and I’m one of a Talent
Acquisition here on Nezda Technologies and we are also one of the recruitment partner
of Sunlife financial and I do came across your profile on Jobstreet and I’d like to ask if
you’re still interested to begin your application for a Customer Care Representative?
I would like to know if this is the best time for you to have a phone screening?

Alright! First, may I ask how do you like me to call or address you?
May I ask, are you already familiar with Sunlife?
Is this your first time to apply here in Sunlife?
I would like to give you a brief overview regarding Sunlife okay? Sunlife Financial is one
of the top insurance companies, not just here in the Philippines but also globally and to
give you a clear overview, our mother company. Sunlife Financial Philippines is
supporting local operations for Financial and Insurance needs.
Sunlife is located at BGC Taguig, since this is a Hybrid Set up there are times that they
will ask you to report on site and of course do work from home. Are you amenable to
work in that location?

May I know where are you currently residing?

May I know what is the estimated travel time from your house to BGC, taguig?
Do you have a laptop or PC at your house?
Do you have an Internet Connection?
What is your Internet Provider?

Alright! Let’s proceed to your Qualifications;

May I ask what is your Highest Educational Attainment?
Do you have a TOR/Diploma?
(If none, how long is the process time for requesting the copies of your school
requirements?)
How long have you been working in the BPO industry?
Do you have a metrics on your previous company?
May I know what are the Metrics in your account?
May I know also what is the Reason for leaving at ______?
(Salary – If that’s the case, did you try to raise the concern to the upper management?)
(Career Growth – What kind of career growth are you looking for?)
Alright! So far this position you will be handling is a voice healthcare account, are you
okay with that?

IF PASSED:
After this screening, I will be inviting you for HR Interview via zoom and I will be sending
you the link through your email address. May I know if this is your correct and active
email address _______? And also, may I ask when will be the convenient day and time
to schedule it?
Alright! If you pass the HR Interview, there will be two assessments and after that it is
the Operation Manager Interview and lastly the Initial Requirements.
Do you have any questions or clarifications?
Alright! I will be sending you the zoom link right after this call on your email and SMS.
Kindly please acknowledged it.
Again, this is Paul from Sunlife Financial Talent Acquisition. Thank you for attending this
Initial Screening, have a great day and stay safe! Bye bye for now.

IF FAILED:
Alright! I think I already gathered all the data. Just keep your lines open so that I can
update you about the status of your application.
Again, this is Paul from Sunlife Financial Talent Acquisition. Thank you for attending this
Initial Screening, have a great day and stay safe! Bye bye for now.