First, you need to reach out to a Sun Life manager (or manager candidate like me) and get an interview schedule. The good news is that the IC is now issuing temporary insurance. If you would like to join our team please read and “fill-out” the form. | Privacy Policy. Inside a branch, there are Sales Team/s and Units. I want to be a part of your team if i may. Thanks! There are more reasons why you should join Sun Life aside from the attractive compensation package. I created my own thru Facebook and Google marketing. From Unit Manager to Sales Manager and eventually to being a Branch Manager. No sales experience? Hi Sir Federico, I live in Bulacan and currently working in Quezon City. Thank you. Hi Gracelyn. TV Commercials on being a Sun Life Financial Advisor. But don’t expect that it’s ok not to work. But once you join Sun Life, you will not be required to wake up early. While it’s a good paying job, it’s like I’m missing something. Alright sir. Please connect with me on FB to know more. I am working as an OFW. Thanks again . It is only recent that the image of a Sun Life Advisor has been uplifted or at least in my perspective. Thank u & Godspeed , Hi Mary Ailene. Let me answer these questions in this article and in case you’d want to try an alternative career as a part-time, who knows, maybe you can go full-time like what I did. We’ll reach you at the soonest time. Good thing our branch meeting is scheduled only once a month. who are hard-working individuals and very passionate about helping others. Yes, you are welcome to join us here in Sun Life. Binibigyan ng babala ang publiko na huwag mag-invest sa CUBEBIT 2.0, CUBEBIT, and CUBEBIT PHILIPPINES … Find out more today! My need during that time is more significant than my fears. No, you need to get a license here in Insurance Commission and that license is only valid in the Philippines. I’m getting more than what I need, that’s given. I’m interested to join the team as a part time agent. Helping Others Achieve Lifetime Financial Freedom, 3 Things You Need Know About Frugality: Becoming Frugal and Generous at the Same Time, Build an Educational Fund for Your Kids the Wise Way, BIR Certificate of Registration Renewal (Form 2303), IC Institutionalized Remote Selling of Life Insurance Permanent, Sun Cancer Care: A Comprehensive Cancer Treatment and Rehabilitation Plan, How to Become a Sun Life Financial Advisor in the Philippines, No basic salary (earning potential is Php50k to Php200k). As an overview, you’ll basically need a personal computer or laptop and stable internet connection for the online trainings. Our advisors, agents and consultants can help you choose the right mix of investment and insurance products to help you meet your financial goals, and the wellness programs and innovative health solutions that can help you live a healthier life. Hi Wichelle. Sun Life offers financial assistance in your competency. No matter how big or small the battle Sun Life knows how to recognize it through simple prizes like jackets, certificates, cash incentives, medals, trophies, and even one of your dream vacations like a trip in Boracay, Bohol, Japan, Caribbean, etc. Dean Connor, president and CEO of Toronto-based Sun Life Financial Inc., has been elected as chairman of the Canadian Life and Health Insurance Association Inc. (CLHIA), the association announced on Tuesday. You may still consider being a financial advisor once you settle here in the Philippines for good. Please keep your line open. Thank you for sharing that. Sun Life Financial’s sales force is composed of different branches nationwide. I got a Life Insurance in year 1996 at Sun Life of Canada and I am still paying my premiums until now. This estimate is based upon 42 Sun Life Financial Advisor salary report(s) … The fee for two exams s Php 2,020. Hi Daniel. Or should I say Sun Life Insurance Agent. Thanks! Thank you . … Do you have what it takes to become an advisor and join the Sun Life Philippines Family? As the company grows, the demand of its people to help spread the business’ advocacy increases as well. We did not even spend a centavo for this whole trip from food, transportation, and accommodation. Something you can take pride that you are not just a salesperson because you are trained and licensed to give financial advice. Please kindly fill out the form above and send your resume to federico.suan@gmail.com. The most enjoyable part of being a licensed financial advisor at Sun Life is when you get to secure a client's financial life. Next to Financial Advisor is Manager Candidate then Unit Manager. exam fees, licensing and notarization fees. Being your future manager, if you pursue this application, it doesn’t matter what your medical condition is, for as long as you can do the job. Please do so we can reach you easily. Plus, as FA, you must attend meetings and training to further enhance your skills for the benefit of your clients. I would love to join your team, but i don’t have a professional experience yet. Just like what Peter Parker (Spiderman) says, “With great powers, comes great responsibilities”. Just in case you would want to pursue this purposeful career please fill out the form above. In our team, you’re not only an ordinary financial advisor. Sun Life Financial Advisor. It is something I need to service my beloved clients. It’s genuinely a fulfilling job when you can get the things you deserve. Hi Lovely Rose. On top of that, Sun Life is very generous in giving bonuses you won’t usually get by working in an office setup. Sun Life Asset Management Co. Inc. is the largest non-bank-affiliated mutual … Don’t you love to be recognized for your hard work? For instance, I joined Sun Life as a part-timer and eventually became a full-time advisor. As much as we would love to have you in our team but sorry we don’t accept OFWs as FA’s because by law applications for life insurances should be signed here. I just purchased a new policy, can I also apply as an FA. I joined several activities and communities wherein I can practice my social skills. Yes, you read it right. Kindly send me the requirements. You’re more than welcome to apply. I worked part-time with Sun Life while working full time with IMS (Integrated Management Services, Inc.). Good to know that you are open for opportunities like this. Sun Life Of Canada Phils., Inc. Santa ... (commission-based salary so you get the compensation that you deserve!) This is due to the limitations of the license issued by the Insurance Commission. Thank you. Here are some of the things I’ve been enjoying so far. Let’s be honest, when I was young, no one has ever dreamed of becoming a Sun Life Financial Advisor. You are a big help , Hi Cindy. Financial Advisor salaries at Sun Life can range from $2,170 - $102,681. I would like to join your team. If not, please do so. What are the Steps to become a Sun Life Financial Advisor? Hi Jun. I guess it’s possible if you’re working hard in a great company. What RISKS are you willing to take on today? View our career opportunities and apply now to start your journey as a Sun Life financial advisor. Access to this system is provided by Sun Life Financial solely for authorized business. In my nearly 10 years as a Sun Life Financial Advisor, I’m very proud to be able to do the following. I have always attended school programs like Nutrition Month, Buwan ng Wika, Holloween Party, Sportsfest, school campings etc. I aim to achieve financial freedom and preferably bring every hard working Filipinos to that same state. Coding is the process of putting you in the system of Sun Life. Thanks . Thanks , Hi Federico, I’d like to join your team on a part-time basis. Disclaimer: I am a proud Sun Life Financial Advisor who can help you in your journey towards financial freedom. The commission may vary depending on the product sold and the company that offers it. Through the value of advice they offer, our advisors provide solutions and services to help Canadians achieve lifetime financial … What I truly love about being in this career is the power vested in us to change the lives of our clients. Whether you’re a recent graduate or an accomplished professional ready for a new challenge, there’s a career opportunity for you at Sun Life. Sun Life gives big opportunities to increase your monthly income and develop your marketing skills even more. A licensed agent is only allowed to sell insurance products under the Insurance Commission. Let’s talk more about this over an email. And of course, we’ll also guide you in your journey here with us. Thank you very much. Thanks . Sun Life Philippines’ released some TV commercials depicting how it is to be a Sun Life Financial Advisor. You may come across some struggles and numerous rejections in this job but never lose hope and be obedient. It’s not allowed to sell insurances coming from here outside the Philippines. Thanks, We would like you to be part of our team as well. Hoping you can join us in spreading financial awareness that will bring them into a brighter life while enriching yours as well. Please connect with me on FB or via email. How about the ever stressful traffic from home going to your office? Did you know that Financial Advisors get to write their paychecks? Guide in Insurance, Mutual Funds, VUL etc in the Philippines. I would like to ask do I still need to prepare 5,500 even during pandemic. Why Should You Become A Sun Life Financial Advisor? We’re on the lookout for people who aspire to help others by way of financial literacy. We want you to join us Meleyne. You’ll become part of a winning team that will help you become successful in this career. I hope you’re getting better. By … Hi Adelaida. Hi Ma. I was able to achieve that despite being so timid, lacking the right market to offer my services, and having no sales experience at all. Ughh, your dream vacation is put on hold because of a limited budget? Becoming a Sun Life Financial Advisor is one of the most underrated career one can think of. Note to editors: All figures in Canadian dollars SOURCE Sun … Hi Joyce. I would like to join your team. Connor joined Sun Life … I’ve been a Web Developer since I graduated from college. Greetings! 15F Frabelle Business Center As soon as you send your Resume/CV, send me a PM (private message) on FB Messenger (https://m.me/garrydc). Thanks! I must say that this is one of my biggest “Why” I love being a Sun Life Financial Advisor. I added your fb na po. Thank you and more power. Coz, I think licensure exam has been postponed? Also, you must submit the usual employment requirements. Hi Joanalyn. So I just have done what I have to do. Hi Regina. On average, the commission per product is around 25% to 40%. Sun Life gives big opportunities to increase your monthly income and develop your marketing skills even more. As years gone by I felt the need to grow my wisdom in terms of finances. I have never imagined that this will be one of the most fulfilling in terms of personal satisfaction because of your impact to other people but to my family as well. I have had a fair share of difficulties in this career, and I was able to overcome them by being obedient to my manager. Investing Guide in Sun Life Insurance, Mutual Funds, VUL etc in the Philippines. Have you ever felt being salary-restricted when shopping in a mall? Connor joined Sun Life … Become a Sun Life Financial advisor. Sun Life is established in 1895, three years before the Republic of the Philippines was founded. The author has no responsibility against the comments posted by visitors. Thanks . Our purpose is to help clients achieve lifetime financial security and live healthier lives. Sun Life Philippines, one of the top life insurance companies offers financial planning, investment options, insurance, retirement savings & other products to secure your future. Because you’ll be paying for this, it will motivate you, even more, to pass the exam in one go. I worked part-time with Sun Life while working full time with IMS (Integrated Management Services, Inc.). Good to know you are very interested to join my team and for sure you will be a wonderful addition to it. Hi Cristina. Hoping to talk to you about it. Sun Life Financial has an extensive service reach in the Philippines with more than 70 client service centers nationwide. We have set standards in our team to empower members just like you. I would like to join your team as FA of sunlife, can you please tell me how? But it’s a plus if you have. I would like to be part of your team. We also want you to be on my team. Hi Mary Joy. Wherever you work across the Philippines, the respective income will reflect the level of responsibilities and accountabilities within the Sun Life Financial Philippines. Because once you take on the mission to help Filipinos … Hi John Robert. Please get in touch with me. Our team is composed of engineers (just like me), accountants, hoteliers, salespersons, professors, government employees, etc. Necessary actions will be done accordingly as the website has no intention to malign its readers from factual information. I’m a college graduate, but i didn’t have a job because of my medical condition. Thank you for your time in meeting us. You might say, if Sun Life Career is that good, why isn’t that so popular? My name is Federico Suan, Jr., an electronics engineer who founded TheWiseGuyPH in 2017. Best to contact your Sun Life advisor so he/she can help you. We will be discussing the opportunities we have in store for you, like income, bonuses, and many more. I am in Rome. I’m from Parañaque City and I would like to be part of your team. There are also classroom trainings and of course a license exam in the Securities and Exchange Commission. Thanks! It’s a delight to have you on my team. When I was new in this career, I never thought that I would actually enjoy being part of Sun Life Financials. Is there an age limit? Thanks again , Copyright 2017-2019, TheWiseGuyPH.com. Hi! You can finish the process in less than a month, but it will still depend on the time you are willing to spare it. open for a variety of opportunities towards financial freedom. Our advisors make a real difference in people’s lives. Best to contact your Advisor on the details.…, Hi John, usual scenario, ‘downgrading is impossible’ if your current plan is the minimum so there’s nothing to downgrade to.…, Hi Archie, one thing is for sure – you won’t get the whole amount you deposited. They put clients first, uphold a high standard of business excellence and practise a culture of caring. I don’t have to file Sick Leaves or Vacation Leaves whenever I feel not working. We would like you to join our team. I want to be a part-time financial advisor. Thank you , Hi Rubi. See you soon . 33 talking about this. I myself wouldn’t believe it before until you finally experience it yourself.You are compensated on the amount of work you put in – your compensation is relative to the efforts you put in your work. Hi Louie. Thank you. It also has more than 5 million clients as of 2020. Rest assured that you’ll not just enjoy the experience and help others but there’s a lot more you will get than your normal 8 to 5 job. 10/19) We’ve made it easier for you to access your Sun Life account from a desktop or mobile device. Thanks! Thanks . Thanks! Team Dreamer is composed of around 40+ professionals with age ranging from 21-42 coming from different industries like Finance, IT, BPO, Medical etc. Licensing fees for Traditional Life and VUL – Payment of P3,090 license fees and P400 pesos notarization fees – good for 3 years already. In other words, you can rise from bed at 9 am and still be productive. In Sun Life, “with great rewards, comes great efforts”. I would like to join your team! Yes, part-timers are welcome to join. Lucky if you have yearly team buildings but these usually have workshops and discussions. The earnings will depend on what type of insurance plan you are selling. How do I access my Sun Life account? As I always say, it’s a case to case basis. Have you filled out the form above? Hi there, I am very interested. Financial Advisor | Part-Time | Metro Manila Sun Life Of Canada Phils., Inc. Ilocos Region, Philippines 2 araw nakalipas Maging isa sa unang 25 na mga aplikante Commission relating to LTD plans is paid at a separate rate of 10% on the 1st $50,000 and 0.5% thereafter and for AD&D plans, commission is paid at a flat rate of 20% Next $15,000 7.5% 7.5% What are the qualifications to become a financial advisor? Being a financial advisor is still a job. Educate them and become their lifetime partner that they can fully trust. If you want to be a Financial Advisor, you must ready Php 5,500. Full-time mom / Full-time Sun Life Advisor. What are the benefits / perks of a Sun Life Financial Advisor, What to expect once you’re a Sun Life Financial Advisor, SURRENDERING YOUR VUL POLICIES? Salary information comes from … Good News Everyone. I am goal oriented and I love to earn more money and helping people too. There are validation requirement – to keep your license as Sun Life Financial Advisor, you will need to meet the validation requirement set by the Branch or by the company. You can even have bonuses every month, not just your usual 13th month pay. Rada St, Legazpi Village Makati City, Phils I also created this short video that will give you a glimpse on my personal experience as a Sun Life Financial Advisor. Thanks . Thank you! Thanks . Submit Licensing / Documentary Requirements, Attend Contract Signing (8:30-12nn) every Wednesdays not unless cancelled, 1 x 1 pictures with colar, yellow background (4pcs), Latest (previous year) filed ITR BIR Form 1700, 1701, 1702 or 2316; If no available, letter explaining why there is no ITR, addressed to the Insurance Commission. Thanks! If none, ITR will do. You may retake the exam in case you failed but you need to pay the exam fees again.The exam permit needs 2 2×2 pictures with collar, yellow background.NBI or Barangay clearance is needed to take the exam. (click the photo to go to the article). After that, you will be eligible to sell life Sun Life products and be recognized as a Sun Life Financial Advisor. Thanks , Hi Sir Federico. Our secretary will reach out to you regarding this. Ranked 83 rd, Sun Life is the only Filipino insurance company that belongs to the top 100 in Asia. The Insurance Commission has now allowed sale of life insurance ONLINE! Thanks . We compensate based on the value of the job of individual employees. Hi Marlon, wala naman since Insurance are always underwritten during the inception. Photocopy of SSS ID or Personal Data Form (online) or E1. Do I still have a chance po ba if mag apply ako as a Financial Advisor? I am an ofw here in sg and ‘will be going back for good (just waiting for lockdown to lift up ). Dean Connor, president and CEO of Toronto-based Sun Life Financial Inc., has been elected as chairman of the Canadian Life and Health Insurance Association Inc. (CLHIA), the association announced on Tuesday. Please kindly answer it. Let’s talk over email. Career path – from being a Financial Advisor, you can climb your way up to different promotions. A financial advisor earns from the commission of selling insurance plans. Sun Life wants the best for you; that’s why the company, by all means, provides training courses for you. Here’s how to become a Sun Life Financial Advisor. Medical exam, for 40y/o and above, for benefits coverage will be done after Coding. Guess what’s on top of the list? And if I’ve done it, then there’s no reason for you not to. Thanks. Hi Claudine. Financial Advisor  since 2008 / Sales Manager, Sun Life of Canada (Philippines) Inc. Dean Connor, president and CEO of Toronto-based Sun Life Financial Inc., has been elected as chairman of the Canadian Life and Health Insurance Association Inc. (CLHIA), the association announced on Tuesday. These Sales Team and Units are then composed of Financial Advisors. Hi Michael. A multi-awarded financial advisor with clients ranging from lawyers, doctors, engineers, accountants, business owners, company directors, and OFWs to minimum wage earners had sought advice from him in achieving lifetime financial freedom. Our team will be called “The Wise Guys.” Just like how I started in Sun Life, and you came to know me is through my FB page and personal blog, “The Wise Guy.”. Let’s connect on FB or email . Please fill out the form above so we can move forward. Commission, incentives, bonuses, etc. Is there any educational attainment required? If you want to join our team of Financial Advisors, please do the following, Garry De Castro, CIS {{cookieNotificationLbl}} Learn more. The most enjoyable part of being a licensed financial advisor at Sun Life is when you get to secure a client's financial life. I am also turning next year on January, would that be a problem if I join now? Applying for part – time FA hope to be part of ur team! I’ve already passed the trad and variable insurance exams last April. Above all, nothing beats the happiness that comes from securing the future of a family. Can’t wait for you to soar high in Sun Life. Sometimes, you just really have to take some risks. On top of branch meetings, there will also be Unit Meetings, Sales Team Meetings etc. Later on, I realized I’m not making any impact. Who knows if you’re the next in line? Online Training for Traditional Insurance (finish in 1 week or less), Online Training for Variable Life Insurance (finish in 1 week or less), Online  Training for Sun Life Training Course (SLTC) (finish in 10 days or less) OR 3 Days Classroom-Type Training (8.30am-5pm, no weekend schedule). SUN LIFE Financial Philippines can now protect and insure yourself and your family. Sun Life provides FREE training to applicants before taking the licensure exam. Watch the video that I will send you and if in the end you still want to give it a try, we’ll do an online interview via Zoom. Provident / Retirement Plan (after 2 years), Monthly / Quarterly / Year end Awards and recognition. ... Be aSun Life Financial Advisor, today! Thus, you need to be obedient to me as your manager, and I’ll assure you of your success in this job. You may also reach me via FB. So if you are ready to change your life while helping others, then you’re in the right place. Thanks , Good day Sir! It also provides FREE training and seminar so you can be confident in answering the questions of your clients. Hi Welalyn. No, because the license issued by the Insurance Commission is only binding inside the Philippines. Hi Mateo. I have never missed a single School Field Trip of any of my 2 kids. Reach out to as many people as you can and help them achieve financial freedom. A college graduate is preferrable but not needed. Skip to content Skip … hi sir i would like to be part of your team. Message me so I can … Thanks again! The most enjoyable part of being a licensed financial advisor at Sun Life is when you get to secure a client's financial life. Can I join your team even if I’m based abroad? But it’s like being in a place where you don’t belong. Hi Federico. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Can I still join your team? Here you can spend quality time with your family while having a purposeful career. Hi Hagler, right now possible to surrender a policy via Remote Servicing. That’s where Financial Advisors like us step in to explain and let them understand the things they need to while they’re not experiencing it or if they wouldn’t want to experience it again in the future. Let’s connect soon so I can share with you how Sun Life can add value to you and your family. Penalties may be enforced for unauthorized use, reproduction or distribution of this system, or any portion of it. Average Sun Life Financial Financial Advisor monthly pay in the Philippines is approximately Php 39,999, which is 25% above the national average. So you just need to prepare Php 3,030 for the license. Thanks , I really want to be a financial advisor, however i dont have much experience yet but im willing to undergo training, i hope you will accept me and be my mentor. Licensing / Documentary Requirements that we need to submit. ... {{cookieNotificationLbl}} Learn more.Learn more. Here are some of the steps that you need to do or accomplish to be a Sun Life Financial Advisor. Licensing Exam in the Insurance Commission (P2,020 pesos fee for the 2 exams needed) – Trad Life and VUL. 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