How to Become a Sun Life Financial Advisor in the Philippines

• Tweet
• Share
• Email

• Tweet
• Share
• Email

Did you know that Sun Life is the first and the oldest (124 years) insurance company in the Philippines? What makes the company stand out is its bright mission of financially securing 5 Million lives by 2020. So are you ready to take on the challenge of helping others and become a Sun Life Financial Advisor? If yes then you’re in the right place.

READ: Sun Life Remains the Top Life Insurance Company in the Philippines (2018)

Sun Life was founded in 1895, three years before the Republic of the Philippines was officially founded when Sun Life first set foot in the country with the mission of giving Filipinos the opportunity to enjoy the humanitarian benefits of insurance.

Why Become a Sun Life Financial Advisor?

Are you here because of the attractive compensation package? You know, even if I can’t read your mind, I already know the answer because that’s the very reason why I joined Sun Life a few years back. But if you going to ask me today, my answer would be a lot different.

Here are the reasons to become a Sun Life Financial Advisor:

Earn Unlimited Income

Do you ever felt being salary-restricted when going to a mall to shop? How about eating out and being freaked out by how much a single dish costs? Ughh, that dream vacation of yours that is put on hold because of a limited budget? Did you know that Financial Advisors get to write their own paychecks? If you pursue this career then you get to buy your wants, eat without looking at the price on the menu and take a vacation without breaking your budget.

Work on Your Most Productive Time

Are you tired of waking up daily at 4 am in the morning to prepare for work at 8 am? How about the ever stressful traffic from home going to your office? I know it’s frustrating to brave EDSA just to arrive late in the office. You’re not required here to wake up early, you can rise from bed at 9 am and can still be productive.

Enjoy Professional Growth

Sun Life offers financial assistance in your financial education. It also offers FREE training and seminar so you can be confident in answering the questions of your clients. Promotion is also given to those who perform well regardless of age and tenure. I’ve seen as young as 22 yrs old being promoted to unit manager, making him the youngest unit manager in Sun Life’s history. Who knows if you’re the next in line?

Get Rewarded for Your Efforts

Don’t you love to be recognized for your hard work? No matter how big or small the battle Sun Life knows how to recognize it thru simple prizes like jackets, certificates, cash incentives, medals, trophies, and even one of your dream vacations like a trip in Boracay, Bohol, Japan, Carribean, etc. On top of that, Sun Life is very generous in giving bonuses you won’t get by working in an office setup (not unless if you’re the CEO/key person of a company :))

A Business of Helping Others

What I truly love about being a Financial Advisor is the power vested in us to change the lives of our clients. Commission, incentives, bonuses, etc are just like icing on the cake. Nothing beats the happiness that comes from securing the future of a family. We’re not there just to collect payments but rather become part of their wonderful journey toward financial freedom.

Steps to Become a Sun Life Financial Advisor

Being a financial advisor is still a job. You must pass all the steps needed to become a full pledge advisor. But don’t be intimidated yet because the steps are actually easy to do.

Here are the steps on how to be a Sun Life Financial Advisor:

1. Interview with the Manager

First, you need to reach out to a Sun Life manager and get an interview schedule. In the light of assessing if you are fit for the job.

2. Insurance Training

Sun Life provides FREE training to applicants before taking the licensure exam. Because insurance products can only be sold by a licensed agent under the Insurance Commission. Something you can take pride that you are not just an agent because you are trained and licensed to give financial advice.

3. Traditional and VUL Examination

After taking the training you may now take the licensure examination. The fee for two exams you must take is Php 2,020. This will motivate you, even more, to pass the exam in one go.

4. Learn About Our Products

Sun Life wants the best for you that’s why the company, by all means, provides training courses for you. You will also learn here how you can help your clients achieve their financial goals thru financial planning.

5. Licensing

You must prepare Php 3,090 for the two licenses and Php 400 for notarization. Aside from this, you will be asked to submit the usual employment requirements.

6. Coding

Coding is the process of putting you in the system of Sun Life. And once coded, you are now eligible to sell life insurance plans and be recognized as a Sun Life Financial Advisor.

7. Helping Others Achieve Lifetime Financial Freedom

Reach out to as many people as you can and help them achieve financial freedom. Educate them and become their lifetime partner they can fully trust.

Learn More About Our Team

Our Team is called the “Fierce” team under the Royal Poinciana Branch in Makati City. The team was only created last year but we are hailed as one of the fastest, if not the fastest, growing team in our branch. All this achievement is beautifully led by our unit manager Raymund Fabro Camat.

Who is Raymund Fabro Camat?

Raymund Fabro Camat is a well know financial blogger, a BS Biology graduate from the University of the Philippines Baguio, a husband, a loving father, unit manager in Sun Life, and the owner and founder of the MoneyTalkPH who started from humble beginnings. He used to help his father in farming when he was young and sent himself to the college by doing part-time jobs. His passion, dedication, and hard work have paved his way to a successful career he is enjoying now.

Raymund F. Camat, CIS, REB, CWP®, CEPP® is an SEC-Certified Investment Solicitor (CIS), Certified Wealth Planner and Certified Estate Planner, Phils. He is also a licensed insurance and mutual fund advisor of Sun Life Financial. (MoneyTalkPH)

Meet Our Team

You’re most welcome to join our team for as long as you have a pleasing personality, willingness to learn, and a heart to help. Our team is composed of engineers (just like me), accountants, hoteliers, salespersons, professors, government employees, etc. who are hard-working individuals and very passionate in helping others.

Left-to-right: Raymund Fabro Camat, Jennifer Rodriguez

Frequently Asked Questions (FAQs):

How much do I need to spend?

Though training is provided for FREE but examination and licensing are not. If you would want to be a Financial Advisor you must prepare Php 5,510. However, you can easily earn it back by getting clients 🙂

How long will it take me?

It will depend on the time you are willing to spare for the process. It should not take you more than a month to become a licensed Sun Life Financial Advisor.

Will I get a monthly compensation?

Financial Advisors earn thru commission of selling insurance plans. So you must take the job seriously for you to earn because the more you help the more you earn.

Do you allow part-timers?

Yes, part-timers are welcome to join. I joined Sun Life as a part-timer until I felt the calling of helping my family, friends, and even strangers in securing the future of their families.

Do you allow OFWs to join?

No. OFWs are not allowed to join because it is not allowed to sell life insurance outside the country.

Join Our Team Today!

Are you excited about this exciting offer: write your own paycheck, work at your chosen time, professional growth, bonuses, and unlimited perks? Take on the challenge now and become part of our team. Just fill out the form below and we will contact you within 24 hrs to discuss this wonderful opportunity.

*****