Am I qualified to be a part of your team? Hi Wichelle. Just inform … You’ll become part of a winning team that will help you become successful in this career. Have you filled out the form? It’s the amount you don’t want to get because it’s too small. No market? Because you’ll be paying for this, it will motivate you, even more, to pass the exam in one go. Thanks! Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. To date, I am the youngest successful financial advisor in one of Sun Life Branches in Makati. Thank you! If you would like to join our team please read and “fill-out” the form. Kindly send me the requirements. Licensing Exam in the Insurance Commission (P2,020 pesos fee for the 2 exams needed) – Trad Life and VUL. Good News Everyone. open for a variety of opportunities towards financial freedom. 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). Ughh, your dream vacation is put on hold because of a limited budget? Thank you for sharing that. 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. Additional documents might be required upon request. Thanks! Hoping you can join us in spreading financial awareness that will bring them into a brighter life while enriching yours as well. 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. 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? Licensing Exam in the Insurance Commission (P2,020 pesos fee for the 2 exams needed) – Trad Life … My need during that time is more significant than my fears. Medical exam, for 40y/o and above, for benefits coverage will be done after Coding. But I want to be an advisor part-time. 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. ... {{cookieNotificationLbl}} Learn more.Learn more. I’ll email you for details. It will only allow agents to sell life insurance to someone who is currently in the country at the time of application. 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. Penalties may be enforced for unauthorized use, reproduction or distribution of this system, or any portion of it. I guess it’s possible if you’re working hard in a great company. But once you join Sun Life, you will not be required to wake up early. Thank you, I would love to have you on my team as well. Sun Life offers financial assistance in your competency. You might even surpass me, and I’ll be more than happy to be part of your success. You can visit any of these Client Service Centers to pay your premium. hi sir i would like to be part of your team. Become a Sun Life Financial advisor. I earned my first million. Hi Cristina. Do you have what it takes to become an advisor and join the Sun Life Philippines Family? Can I join your team even if I’m based abroad? Thanks . As long as the app form questions were…, Hi Garry, Want to ask about policy ng Sunlife for people na mag change ng citizenship. Thanks. Hi Michael. Most insurance companies in the Philippines offer incentives to their financial advisor upon achieving certain criteria and these criteria are usually based on the number of sales and revenue. This is where financial advisors … No, because the license issued by the Insurance Commission is only binding inside the Philippines. I would like to join your team. The typical Sun Life Financial Advisor salary is $56,507. What are the qualifications to become a financial advisor? You can even have bonuses every month, not just your usual 13th month pay. HUWAG MAGING BIKTIMA! Thanks , Good day Sir! However, my posts only reflect my personal views and opinions. Hi Joyce. Rada St, Legazpi Village Makati City, Phils I worked part-time with Sun Life while working full time with IMS (Integrated Management Services, Inc.). I have never missed a single School Field Trip of any of my 2 kids. Hi Joanalyn. Have you filled out the form above? You must prepare Php 3,090 for the two licenses and Php 400 for notarization. I can only share my own experiences for being a Sun Life Financial Advisor for nearly 10 years since 2008 and Sun Life Unit Manager since 2013. READ: Sun Life Remains the Top Life Insurance Company in the Philippines. Hi Ma. Let’s connect on FB or email . Hi Mary Joy. Shy? View our career opportunities and apply now to start your journey as a Sun Life financial advisor. On top of that, Sun Life is very generous in giving bonuses you won’t usually get by working in an office setup. We can always easily book on any date whenever there’s an Airfare Seat Sale. I want to join your team and I want to be a part time Advisor. Thanks , Hi Federico, I’d like to join your team on a part-time basis. Coz, I think licensure exam has been postponed? Guess what’s on top of the list? Thanks, We would like you to be part of our team as well. Good to know that you are open for opportunities like this. I know it’s frustrating to brave EDSA just to arrive late. You are a big help , Hi Cindy. The quota or validating requirement is very easy to achieve. You are more than welcome to join our team. Wherever you work across the Philippines, the respective income will reflect the level of responsibilities and accountabilities within the Sun Life Financial Philippines. You are more than welcome to join our team. Photocopy of SSS ID or Personal Data Form (online) or E1. I wanted to influence more on people. First, you need to reach out to a Sun Life manager (or manager candidate like me) and get an interview schedule. Financial Advisor salaries at Sun Life can range from $2,170 - $102,681. {{cookieNotificationLbl}} Learn more. If you want to be a Financial Advisor, you must ready Php 5,500. Good thing our branch meeting is scheduled only once a month. I worked part-time with Sun Life while working full time with IMS (Integrated Management Services, Inc.). I’ve already passed the trad and variable insurance exams last April. Licensing / Documentary Requirements that we need to submit. Thanks! Most advisors will say that they bought a car, started a business, made their first million, and so on when they joined Sun Life. At Sun Life, we need people with a wide range of talents to support our growing international financial services business. 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). Thanks , We want you to join our team as well Marinissa but please fill out the form first. 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. I got a Life Insurance in year 1996 at Sun Life of Canada and I am still paying my premiums until now. Hi Hagler, right now possible to surrender a policy via Remote Servicing. Let’s be honest, when I was young, no one has ever dreamed of becoming a Sun Life Financial Advisor. I’ll e-mail you for more details. 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% No, you need to get a license here in Insurance Commission and that license is only valid in the Philippines. Please kindly answer it. No sales experience? Thank you. … Thanks! Full-time mom / Full-time Sun Life Advisor. What are the Steps to become a Sun Life Financial Advisor? Disclaimer: I am a proud Sun Life Financial Advisor who can help you in your journey towards financial freedom. 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. I just purchased a new policy, can I also apply as an FA. Are you tired of waking up daily at 4 am to prepare for work at 8 am? I have always attended school programs like Nutrition Month, Buwan ng Wika, Holloween Party, Sportsfest, school campings etc. You may still consider being a financial advisor once you settle here in the Philippines for good. Salary information comes from … In Sun Life, you can travel the world in Style and for FREE.If you’re a Travel junkie, just by doing the required amount of production, you can travel at least 3 times a year for FREE, not just local but International trips as well. DISCLAIMER: This website reflects only the views and opinions of the author, Federico Suan, Jr., and is not part of any official communication tools of any life insurance and investment company. Payments must be settled at least 2 weeks before the exam.You must pass both exams; 70% passing rate for each exam – 50 items each. You may come across some struggles and numerous rejections in this job but never lose hope and be obedient. 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. Did you know that Sun Life is the first and the oldest (125 years) insurance company in the Philippines? If you want to join our team of Financial Advisors, please do the following, Garry De Castro, CIS Please drop us an email so we can discuss the opportunity further. Hi Daniel. How about the ever stressful traffic from home going to your office? Hi! I hope you’re getting better. 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. I’m from Parañaque City and I would like to be part of your team. Thanks! Hi Federico! Hi Federico, I want to become a Sunlife Financial Advisor. Hi Marlon, wala naman since Insurance are always underwritten during the inception. Career path – from being a Financial Advisor, you can climb your way up to different promotions. Just like what Peter Parker (Spiderman) says, “With great powers, comes great responsibilities”. Thank you very much. How you control your mind is more powerful than what the body can do. I would like to join your team. The process is practically the same less the examination. It is something I need to service my beloved clients. Sun Life Of Canada Phils., Inc. Santa ... (commission-based salary so you get the compensation that you deserve!) Thanks . I am working as an OFW. I would like to ask do I still need to prepare 5,500 even during pandemic. I have had a fair share of difficulties in this career, and I was able to overcome them by being obedient to my manager. Connor joined Sun Life … It’s a delight to have you on my team. Connor joined Sun Life … 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.”. And of course, we’ll also guide you in your journey here with us. Though we know we need it but the importance of it only shows when we experience financial struggles in our life. This differ from branches to branches. But it’s a plus if you have. It’s true, very common for us to neglect the importance of financial literacy. Message me so I can … I am goal oriented and I love to earn more money and helping people too. As Financial Advisors of Sun Life, we must be always updated with the latest happenings in the Finance Industry as well as the changes in the company’s offerings. Find out more today! Licensing fees for Traditional Life and VUL – Payment of P3,090 license fees and P400 pesos notarization fees – good for 3 years already. Lifetime financial security isn’t just something to wish for – it’s something to plan for. Mobile/Viber:  0922 8978077 In other words, you can rise from bed at 9 am and still be productive. Hi Mateo. By … Sun Life gives big opportunities to increase your monthly income and develop your marketing skills even more. If you join our team, we’ll help you unleash your maximum potential. TV Commercials on being a Sun Life Financial Advisor. In Sun Life, “with great rewards, comes great efforts”. For instance, I joined Sun Life as a part-timer and eventually became a full-time advisor. Please kindly fill out the form above. | Privacy Policy. Please connect with me on FB to know more. Sun Life wants the best for you; that’s why the company, by all means, provides training courses for you. Hi Federico. To date, I am the youngest successful financial advisor in one of Sun Life … Hi Anna. However, if you eventually decided to stay here for good you can always reach me in the future. So Filipinos can enjoy the humanitarian benefits of insurance. THINK AGAIN, FREQUENTLY ASKED QUESTIONS ON INSURANCE PAYMENTS (VUL INSURANCE PLANS), How to Become a Sun Life Financial Advisor, NATURAL WEIGHT LOSS HABIT – TAKE POWER DRINK EVERY MORNING, SUN MAXILINK PRIME – BEST SELLING VUL INSURANCE OF SUN LIFE, SUN FIT AND WELL – YOUR TOTAL HEALTH PROTECTION, HOW TO EASILY PAY YOUR SUN LIFE INSURANCE POLICIES IN THE PHILS AND ABROAD, Here’s a video I found on Youtube by Rob Dial discussing “Why You Should Quit Your Job”, If you’re a millennial and looking for a high-paying job, here are the 9 highest-paying jobs for young people. Please do so we can reach you easily. I am an OFW. If you are interested please kindly fill out the form below. Fill up the form below OR send a copy of your Resume/CV to garrydecastro@gmail.com. UMID not acceptable, Photocopy of clearance from immediate previous employer if unemployed or Photocopy of ID if currently employed, Certificate of Authority (CA) Application Forms – duly notarized (to be supplied by Sun Life), If currently a government employee, letter from management of the government office (using letterhead) allowing to sell life insurance while employed. As years gone by I felt the need to grow my wisdom in terms of finances. . These Sales Team and Units are then composed of Financial Advisors. But don’t be intimidated yet because the steps are easy to do. 15F Frabelle Business Center If not, please do so. Your productivity will always depend on the amount of work you allotted. (click the photo to go to the article). They put clients first, uphold a high standard of business excellence and practise a culture of caring. If not yet. 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. Now, I’m looking forward to buying my dream car. who are hard-working individuals and very passionate about helping others. Next to Financial Advisor is Manager Candidate then Unit Manager. Hi Roxane, yes possible. Sun Life Philippines’ released some TV commercials depicting how it is to be a Sun Life Financial Advisor. Sun Life gives big opportunities to increase your monthly income and develop your marketing skills even more. I wanted something more. Thanks Joebel for the interest. Thank you . Lucky if you have yearly team buildings but these usually have workshops and discussions. Personally, I never ever imagined myself to be in this kind of career ever. You are most welcome to join our team. So you just need to prepare Php 3,030 for the license. It also has more than 5 million clients as of 2020. Here are some of the steps that you need to do or accomplish to be a Sun Life Financial Advisor. Access to this system is provided by Sun Life Financial solely for authorized business. Educate them and become their lifetime partner that they can fully trust. Can I join your team in a part time basis? Sun Life Remains the Top Life Insurance Company in the Philippines, How to Become a Sun Life Financial Advisor, 7. We’ll reach you at the soonest time. I did not see your name. I would like to join your team! Good thing that the good Lord led me to where I am now. The earnings will depend on what type of insurance plan you are selling. In our team, you’re not only an ordinary financial advisor. Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. And maybe you can also be part of our winning team. But don’t expect that it’s ok not to work. Sometimes, you just really have to take some risks. Becoming a Sun Life Financial Advisor is one of the most underrated career one can think of. You’re more than welcome to join our team. 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. I’m more like doing something that I don’t enjoy. Hi Good day Sir federico, I’m from Antipolo City and i would like to be part of your team. Hi Sir! The process of becoming a financial advisor is composed of five steps which ensure that all Sun Life Financial Advisors are well equipped in spreading the message of financial literacy. Later on, I realized I’m not making any impact. 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. You might say, if Sun Life Career is that good, why isn’t that so popular? I bought my first car using my earnings as a Sun Life advisor. Financial Advisor  since 2008 / Sales Manager, Sun Life of Canada (Philippines) Inc. SLPC 28066 10/17 (exp. This is due to the limitations of the license issued by the Insurance Commission. Connor joined Sun Life … It also provides FREE training and seminar so you can be confident in answering the questions of your clients. I worked part-time with Sun Life while working full time with IMS (Integrated Management Services, Inc.). If I’m going to summarize, here are my top reasons why should you become a Sun Life Financial Advisor. This is only for those who reside in the Philippines. After taking the training, you may now take the licensure examination. I joined Sun Life in the hope of creating more income for the growing needs of my family since my father died in 2015. It’s a career that gives you the freedom to choose your working days and hours. Did you know that Financial Advisors get to write their paychecks? The most enjoyable part of being a licensed financial advisor at Sun Life is when you get to secure a client's financial life. We have set standards in our team to empower members just like you. Sun Life Asset Management Co. Inc. is the largest non-bank-affiliated mutual … 15 hrs. Becoming a Financial Advisor is one of the most inspired career choices one can make today. The most enjoyable part of being a licensed financial advisor at Sun Life is when you get to secure a client's financial life. Regularly attend meetings – Sun Life Financial Advisors are required to attend Branch Meetings. I’m interested to join the team as a part time agent. This is one of those careers that you can earn your full year’s salary in just one month. Could I still join? Don’t you love to be recognized for your hard work? Alright sir. Good to know you are very interested to join my team and for sure you will be a wonderful addition to it. Thanks! We want you to join us Meleyne. The most enjoyable part of being a licensed financial advisor at Sun Life is when you get to secure a client's financial life. SUN LIFE Financial Philippines can now protect and insure yourself and your family. Note to editors: All figures in Canadian dollars SOURCE Sun … The commission may vary depending on the product sold and the company that offers it. There are also classroom trainings and of course a license exam in the Securities and Exchange Commission. The fee for two exams s Php 2,020. 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. Also, it somehow protects the interest of the public from fraudulent transactions. Dennisa. 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. Team Dreamer is composed of around 40+ professionals with age ranging from 21-42 coming from different industries like Finance, IT, BPO, Medical etc. I am an ofw here in sg and ‘will be going back for good (just waiting for lockdown to lift up ). Thanks again . 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. Why isn ’ t have a lot of recognition and awards like one month my! Form below or send a copy of your team as well educate them and their. On my team as well in Canadian dollars SOURCE Sun … good News is that image. Life products and be obedient s talk more about this over an email guess what ’ s on top the! 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