How to Become a Sun Life Financial Advisor in the Philippines

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READ: Sun Life Remains the Top Life Insurance Company in the Philippines

Sun Life is established in 1895, three years before the Republic of the Philippines was 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 is put on hold because of a limited budget?

Did you know that Financial Advisors get to write their 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.

I bought my first car using my earnings as a Sun Life advisor. It is something I need to service my beloved clients. Now, I’m looking forward to buying my dream car.

I earned my first million. Most advisors will say that they bought a car, started a business, made their first million, and so on when they joined Sun Life. I guess it’s possible if you’re working hard in a great company. It’s genuinely a fulfilling job when you can get the things you deserve.

Work on Your Most Productive Time

Are you tired of waking up daily at 4 am 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 competency. It also provides 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?

The picture above is us while enjoying our all-expense paid trip by Sun Life for 3 days and 2 nights in Shangri-la Boracay. We did not even spend a centavo for this whole trip from food, transportation, and accommodation.

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 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. On top of that, Sun Life is very generous in giving bonuses you won’t usually 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 only to collect payments but rather to become part of their incredible 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 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 (or manager candidate 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. A licensed agent is only allowed to sell insurance products 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 s Php 2,020. Because you’ll be paying for this, it 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 through financial planning.

5. Licensing

You must prepare Php 3,090 for the two licenses and Php 400 for notarization. Also, you must 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 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.”

Who is Federico?

My name is Federico Suan, Jr., an electronics engineer who founded TheWiseGuyPH in 2017. I joined Sun Life in the hope of creating more income for the growing needs of my family since my father died in 2015.

To date, I am the youngest successful financial advisor in one of Sun Life Branches in Makati. 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.

You may wonder how I made it, right?

My need during that time is more significant than my fears. So I just have done what I have to do. Shy? I joined several activities and communities wherein I can practice my social skills. No market? I created my own thru Facebook and Google marketing. No sales experience? I read books, watched sales techniques on youtube, and enrolled in several workshops to upskill myself.

And if I’ve done it, then there’s no reason for you not to.

You might even surpass me, and I’ll be more than happy to be part of your success.

Meet Our Team

Our team is composed of engineers (just like me), accountants, hoteliers, salespersons, professors, government employees, etc. who are hard-working individuals and very passionate about helping others.

What are the Qualifications?

We have set standards in our team to empower members just like you. In our team, you’re not only an ordinary financial advisor. You’ll become part of a winning team that will help you become successful in this career.

So here are the qualifications we are looking for:

•  25 to 40 years old
•  Part-time or Full-time
•  No basic salary (earning potential is Php50k to Php200k)
•  A college graduate is preferrable but not needed.
•  Sales experience is an advantage.
•  Fast-learner and coachable
•  Committed and driven to succeed

But the most important thing we are looking for is obedience. This journey is never a walk in the park. You may come across some struggles and numerous rejections in this job but never lose hope and be obedient.

I have had a fair share of difficulties in this career, and I was able to overcome them by being obedient to my manager.

Thus, you need to be obedient to me as your manager, and I’ll assure you of your success in this job.

Join Our Team Today!

So are you ready to jumpstart your career in Sun Life? Fill out the form below, and we’ll contact you within 24 hrs. See you soon 🙂

Frequently Asked Questions (FAQs)

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Disclaimer: I am a proud Sun Life Financial Advisor who can help you in your journey towards financial freedom. However, my posts only reflect my personal views and opinions.