Did you know that Sun Life is the first and the oldest (125 years) insurance company in the Philippines? It also has more than 5 million clients as of 2020. So if you are ready to change your life while helping others then you’re in the right place.
READ: Sun Life Remains the Top Life Insurance Company in the Philippines (2019)
Sun Life was founded in 1895, three years before the Republic of the Philippines was officially founded. So Filipinos can enjoy the humanitarian benefits of insurance.
Why Become a Sun Life Financial Advisor?
There are more reasons why you should join Sun Life aside from the attractive compensation package. Here you can spend quality time with your family while having a purposeful career.
Earn Unlimited Income
Have you ever felt being salary-restricted when shopping in a mall? How about eating out and being freaked out by how much a single dish costs? Ughh, your dream vacation that is put on hold because of a limited budget?
Did you know that Financial Advisors get to write their own paychecks?
Similarly, if you pursue this career then you will 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. But once you join Sun Life you will not be required to wake up early. In other words, you can rise from bed at 9 am and 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 normally get by working in an office setup.
A Business of Helping Others
What I truly love about being in this career is the power vested in us to change the lives of our clients. Commission, incentives, bonuses, etc. are just like icing on the cake. Above all, 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.
So here’s how to become a Sun Life Financial Advisor:
1. Interview with the Manager
First, you need to reach out to a Sun Life manager (like me) and get an interview schedule. We will be discussing the opportunities we have in store for you like income, bonuses, and many more.
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 a salesperson 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. In addition, you must also submit the usual employment requirements.
6. Coding
Coding is the process of putting you in the system of Sun Life. After that, you will be eligible to sell life Sun Life products 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 that 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 in 2017 but we are already 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: Federico Suan, Jr., Raymund Fabro Camat, Jennifer Rodriguez
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 my team. Just fill out the form below and we will contact you within 24 hrs to discuss this wonderful opportunity.
Frequently Asked Questions (FAQs)
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 🙂
It will depend on the time you are willing to spare for the process. But it should not take you more than a month to become a licensed Sun Life Financial Advisor.
Financial Advisors earn through the 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.
Yes, because Sun Life has standards to maintain to keep its number one position in the country. Above all, we want you to earn as much as possible to commensurate your effort.
Aside from the commission, Sun Life has a lot in store for you like HMO benefit, car loan, house loan, monthly bonuses, local and international trips, provident fund, and so much more.
Yes, part-timers are welcome to join. For instance, I joined Sun Life as a part-timer and that is when I felt the calling of helping my family, friends, and even strangers to brighten their future.
No. License issued by the Insurance Commission is only binding inside the Philippines.
*****
Federico is an electronics engineer, financial blogger, insurance agent, and a certified investment solicitor. A multi-awarded Sun Life 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.
Hi I would like to join your team.
Thank you
I would love to have you on my team as well. Let’s talk more about this over an email. Thanks 🙂
Hi Federico, I’d like to join your team on a part-time basis. Please get in touch with me. I’ve already passed the trad and variable insurance exams last April. Thank you 🙂
Hi Rubi. It’s a delight to have you on my team. Let’s talk over email. 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. Thank you
Hi Mary Jane. Good to know you are very interested to join my team and for sure you will be a wonderful addition to it. I’ll e-mail you for more details. Thank you 🙂
Hi Federico. I want to join your team and I want to be a part time Advisor. Is there an age limit?
I got a Life Insurance in year 1996 at Sun Life of Canada and I am still paying my premiums until now.
Thank you and more power.
What are the qualifications to become a financial advisor? Is there any educational attainment required?
Hi Mateo. It is a plus but not necessary. Thanks 🙂
open for a variety of opportunities towards financial freedom.
Hi Adelaida. Good to know that you are open for opportunities like this. If you are interested please kindly fill out the form below. Thanks 🙂
Hi Sir Federico,
Good Morning! I am working as an OFW.
Can I join your team in a part time basis?
Thanks and Regards,
Louie
Hi Louie. 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. Plus, as FA, you must attend meetings and training to further enhance your skills for the benefit of your clients. However, if you eventually decided to stay here for good you can always reach me in the future. Thanks 🙂
i am very interested to be a financial planner please accept me and be my mentor.
Thanks Joebel for the interest. I’ve seen your request and we’ll contact you soon. Thanks again!
Hi,
I would like to join your team as FA of sunlife, can you please tell me how?
Looking forward.
Thank you.
Ana
Hi Ana. Please kindly fill out the form.
Just to inform others as well. If you would like to join our team please read and “fill-out” the form. Thank you!
I would like to join your team!
We want you to join our team as well Marinissa but please fill out the form first. Thanks
Can I join your team even if I’m based abroad?
Hi Michael. No, you need to get a license here in Insurance Commission and that license is only valid in the Philippines. Thanks
I would like to be part of your team.
We would like you to be part of our team as well. Please kindly fill out the form. Thanks
I am one among the many who disregards financial literacy. As years gone by I felt the need to grow my wisdom in terms of finances. I aim to achieve financial freedom and preferably bring every hard working Filipinos to that same state.
Hi Gracelyn. Thank you for sharing that. It’s true, very common for us to neglect the importance of financial literacy. Though we know we need it but the importance of it only shows when we experience financial struggles in our life. 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.
Hoping you can join us in spreading financial awareness that will bring them into a brighter life while enriching yours as well. Thanks again 🙂
I want to join the team!
We want you to join us Meleyne. Have you filled out the form above? If not, please do so. Thanks!
I would like to be part of your Team.
Hi Antonette. Please kindly fill out the form above. Thanks!
Hi! I’m from Parañaque City and I would like to be part of your team.
Hi Joyce. You are more than welcome to join our team. Please drop us an email so we can discuss the opportunity further. Thanks!
I would like to join your team. I am in Rome. Thanks
Hi Cristina. This is only for those who reside in the Philippines. It’s not allowed to sell insurances coming from here outside the Philippines. Thanks!
hi sir i would like to be part of your team.
Hi Wichelle. Have you filled out the form? If not yet. Please do so we can reach you easily. Thanks!
Good day Sir! I would like to join your team! 🙂
Hi Cindy. Have you filled out the form? I did not see your name. Please kindly answer it. Thanks!
Hi Sir! I would like to join your team. Thank you!
Hi Welalyn. You are more than welcome to join our team. Please reach me thru my email or phone. Thanks!
Hi, I would like to join your team!
Hi Regina. You’re more than welcome to join our team. We’ll reach you at the soonest time. Please keep your line open. Thanks!
I would like to join in your team.
Hi Joanalyn. You are most welcome to join our team. Our secretary will reach out to you regarding this. Thanks!