How to Become a Sun Life Financial Advisor in the Philippines

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How to be a Sun Life Financial AdvisorDid 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

Be a Sun Life Financial AdvisorBeing 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 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 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 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.

How much Sun Life Financial Advisors Earn?

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.

How much is the quota?

Yes because Sun Life has standards to maintain to keep its number one position in the country. We also want you to earn as much as possible to commensurate your effort.

What are the benefits of being a Financial Advisor

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.

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.

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36 comments… add one
  • Joanalyn T. Villa Link Reply

    I would like to join in your team.

    • Federico Suan, Jr. Link Reply

      Hi Joanalyn. You are most welcome to join our team. Our secretary will reach out to you regarding this. Thanks!

  • Hi, I would like to join your team!

    • Federico Suan, Jr. Link Reply

      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!

  • welalyn melicio Link Reply

    Hi Sir! I would like to join your team. Thank you!

    • Federico Suan, Jr. Link Reply

      Hi Welalyn. You are more than welcome to join our team. Please reach me thru my email or phone. Thanks!

  • CINDY ROSE SAMSON Link Reply

    Good day Sir! I would like to join your team! 🙂

    • Federico Suan, Jr. Link Reply

      Hi Cindy. Have you filled out the form? I did not see your name. Please kindly answer it. Thanks!

  • winchelle gerona Link Reply

    hi sir i would like to be part of your team.

    • Federico Suan, Jr. Link Reply

      Hi Wichelle. Have you filled out the form? If not yet. Please do so we can reach you easily. Thanks!

  • Cristina Cordero Link Reply

    I would like to join your team. I am in Rome. Thanks

    • Federico Suan, Jr. Link Reply

      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!

  • Joyce Arcedera Link Reply

    Hi! I’m from Parañaque City and I would like to be part of your team.

    • Federico Suan, Jr. Link Reply

      Hi Joyce. You are more than welcome to join our team. Please drop us an email so we can discuss the opportunity further. Thanks!

  • Antonette Talan Link Reply

    I would like to be part of your Team.

    • Federico Suan, Jr. Link Reply

      Hi Antonette. Please kindly fill out the form above. Thanks!

  • Meleyne S. Gumban Link Reply

    I want to join the team!

    • Federico Suan, Jr. Link Reply

      We want you to join us Meleyne. Have you filled out the form above? If not, please do so. Thanks!

  • Gracelyn Joy Falco Link Reply

    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.

    • Federico Suan, Jr. Link Reply

      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 🙂

  • Nerrizza Ferrer-Manalo Link Reply

    I would like to be part of your team.

    • Federico Suan, Jr. Link Reply

      We would like you to be part of our team as well. Please kindly fill out the form. Thanks

  • Michael Angelo Link Reply

    Can I join your team even if I’m based abroad?

    • Federico Suan, Jr. Link Reply

      Hi Michael. No, you need to get a license here in Insurance Commission and that license is only valid in the Philippines. Thanks

  • Marinissa Link Reply

    I would like to join your team!

    • Federico Suan, Jr. Link Reply

      We want you to join our team as well Marinissa but please fill out the form first. Thanks

  • Ana Imogina Tan Link Reply

    Hi,

    I would like to join your team as FA of sunlife, can you please tell me how?

    Looking forward.

    Thank you.
    Ana

    • Federico Suan, Jr. Link Reply

      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!

  • joebel Link Reply

    i am very interested to be a financial planner please accept me and be my mentor.

    • Federico Suan, Jr. Link Reply

      Thanks Joebel for the interest. I’ve seen your request and we’ll contact you soon. Thanks again!

  • Louie Corporal Link Reply

    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 🙂

  • Adelaida Calica Link Reply

    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 🙂

  • Mateo Rodriguez Jr. Link Reply

    What are the qualifications to become a financial advisor? Is there any educational attainment required?

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