Hi Gracelyn. Just to inform others as well. Financial Advisor and Certified Investment Solicitor Sun Life Financial If you want to find out if the career of a Sun Life Financial Advisor is for you, give him a CALL NOW at: Mobile: 0908-863-4617 E-Mail:  … We’re on the lookout for people who aspire to help others by way of financial literacy. No market? Also, you must submit the usual employment requirements. Sun Life gives big opportunities to increase your monthly income and develop your marketing skills even more. It’s a delight to have you on my team. The better life you envisioned to your family, I must say it is possible to diligence and hard work. As long as the app form questions were…, Hi Garry, Want to ask about policy ng Sunlife for people na mag change ng citizenship. Yes, you read it right. Average Sun Life Financial Financial Advisor monthly pay in the Philippines is approximately Php 39,999, which is 25% above the national average. By … I wanted to influence more on people. I’m just an email away. 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.”. When I was new in this career, I never thought that I would actually enjoy being part of Sun Life Financials. Please drop us an email so we can discuss the opportunity further. I just purchased a new policy, can I also apply as an FA. But once you join Sun Life, you will not be required to wake up early. 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. Hoping you can join us in spreading financial awareness that will bring them into a brighter life while enriching yours as well. I would like to join your team. Thank you and more power. Hi Sir Federico, I live in Bulacan and currently working in Quezon City. Thanks! Thanks . Here are some of the steps that you need to do or accomplish to be a Sun Life Financial Advisor. Please kindly fill out the form above. While it’s a good paying job, it’s like I’m missing something. We want you to join us Meleyne. It is only recent that the image of a Sun Life Advisor has been uplifted or at least in my perspective. You are most welcome to join our team. (click the photo to go to the article). I am an OFW. I would like to be part of your team. Hi Sir! Please keep your line open. Am I qualified to be a part of your team? As I always say, it’s a case to case basis. To date, I am the youngest successful financial advisor in one of Sun Life Branches in Makati. Here are some of the things to expect once you’ve become a Sun Life Financial Advisor. Reach out to as many people as you can and help them achieve financial freedom. Hi Michael. Good to know that you are open for opportunities like this. I don’t have to file Sick Leaves or Vacation Leaves whenever I feel not working. It’s the amount you don’t want to get because it’s too small. Just like what Peter Parker (Spiderman) says, “With great powers, comes great responsibilities”. Good thing our branch meeting is scheduled only once a month. I would like to ask do I still need to prepare 5,500 even during pandemic. I also created this short video that will give you a glimpse on my personal experience as a Sun Life Financial Advisor. Because once you take on the mission to help Filipinos … Let’s connect soon so I can share with you how Sun Life can add value to you and your family. How do I access my Sun Life account? You may come across some struggles and numerous rejections in this job but never lose hope and be obedient. Thanks . Our secretary will reach out to you regarding this. Connor joined Sun Life … Even if you don’t have you are still welcome. Please reach me thru my email or phone. Hi Joyce. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Sun Life will provide the training and skills. This further proves its financial stability. Thanks! You can finish the process in less than a month, but it will still depend on the time you are willing to spare it. So here are the qualifications we are looking for: But the most important thing we are looking for is obedience. Hi Daniel. Rada St, Legazpi Village Makati City, Phils Greetings! My need during that time is more significant than my fears. Yes, you are correct there’s no examination now. My name is Federico Suan, Jr., an electronics engineer who founded TheWiseGuyPH in 2017. Financial Advisor | Part-Time | Metro Manila Sun Life Of Canada Phils., Inc. Ilocos Region, Philippines 2 araw nakalipas Maging isa sa unang 25 na mga aplikante Can’t wait for you to soar high in Sun Life. What are the qualifications to become a financial advisor? If you would like to join our team please read and “fill-out” the form. It’s genuinely a fulfilling job when you can get the things you deserve. I want to be a part-time financial advisor. I know it’s frustrating to brave EDSA just to arrive late. As soon as you send your Resume/CV, send me a PM (private message) on FB Messenger (https://m.me/garrydc). What RISKS are you willing to take on today? Or should I say Sun Life Insurance Agent. However, my posts only reflect my personal views and opinions. Guide in Insurance, Mutual Funds, VUL etc in the Philippines. Have you filled out the form? 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. It’s not allowed to sell insurances coming from here outside the Philippines. Find out more today! This is where financial advisors … Thanks, We would like you to be part of our team as well. It’s a Sales Career – since it’s a sales career, please expect that you will be asked to offer Sun Life’s Insurance and Investment solutions, plain and simply. 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. Photocopy of SSS ID or Personal Data Form (online) or E1. Most advisors will say that they bought a car, started a business, made their first million, and so on when they joined Sun Life. Hi Antonette. Thank you , Hi Rubi. 33 talking about this. 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. I hope you’re getting better. {{cookieNotificationLbl}} Learn more. Sun Life … We compensate based on the value of the job of individual employees. Federico is an electronics engineer, financial blogger, insurance agent, and a certified investment solicitor. Also, it somehow protects the interest of the public from fraudulent transactions. As the company grows, the demand of its people to help spread the business’ advocacy increases as well. Skip to content Skip … You don’t have to be an expert or graduate with honors (but that’s an advantage) as long as you have the right attitude, obedient, competitive and ambitious. What I truly love about being in this career is the power vested in us to change the lives of our clients. I have had a fair share of difficulties in this career, and I was able to overcome them by being obedient to my manager. Regularly attend meetings – Sun Life Financial Advisors are required to attend Branch Meetings. Is there any educational attainment required? I would like to join your team as FA of sunlife, can you please tell me how? 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. Licensing fees for Traditional Life and VUL – Payment of P3,090 license fees and P400 pesos notarization fees – good for 3 years already. Thanks! If not yet. It’s true, very common for us to neglect the importance of financial literacy. Hi Lovely Rose. Thanks! From Unit Manager to Sales Manager and eventually to being a Branch Manager. Above all, nothing beats the happiness that comes from securing the future of a family. 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. Hi Federico! You are more than welcome to join our team. This estimate is based upon 42 Sun Life Financial Advisor salary report(s) … The commission may vary depending on the product sold and the company that offers it. Are you tired of waking up daily at 4 am to prepare for work at 8 am? But I want to be an advisor part-time. Join a #LiveBrighter Forum – get to know more about what it takes to shine as a Sun Life Financial Advisor Can I join your team even if I’m based abroad? 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. But it’s a plus if you have. We would like you to join our team. Here’s how to become a Sun Life Financial Advisor. Licensing / Documentary Requirements that we need to submit. who are hard-working individuals and very passionate about helping others. Our advisors make a real difference in people’s lives. Through the value of advice they offer, our advisors provide solutions and services to help Canadians achieve lifetime financial … Here you can spend quality time with your family while having a purposeful career. In Sun Life, we have a lot of recognition and awards like. Financial Advisor  since 2008 / Sales Manager, Sun Life of Canada (Philippines) Inc. There are more reasons why you should join Sun Life aside from the attractive compensation package. I’ve been getting a lot of inquiries on the process on how to become a Sun Life Financial Advisor, what are the procedures and if it’s really worth it to try even on a part-time basis. Thanks. Later on, I realized I’m not making any impact. TV Commercials on being a Sun Life Financial Advisor. Hi Roxane, yes possible. Hi Anna. In other words, you can rise from bed at 9 am and still be productive. These Sales Team and Units are then composed of Financial Advisors. 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. Disclaimer: I am a proud Sun Life Financial Advisor who can help you in your journey towards financial freedom. How about the ever stressful traffic from home going to your office? Good News Everyone. The fee for two exams s Php 2,020. Hi Good day Sir federico, I’m from Antipolo City and i would like to be part of your team. Full-time mom / Full-time Sun Life Advisor. Why Should You Become A Sun Life Financial Advisor? Hi Marlon, wala naman since Insurance are always underwritten during the inception. Connor joined Sun Life … Thanks. Constant efforts is done by the author to bring precision in every post. In Sun Life, “with great rewards, comes great efforts”. Sometimes, you just really have to take some risks. Coding is the process of putting you in the system of Sun Life. Coz, I think licensure exam has been postponed? Sun Life Financial’s sales force is composed of different branches nationwide. Fill up the form below OR send a copy of your Resume/CV to garrydecastro@gmail.com. Lucky if you have yearly team buildings but these usually have workshops and discussions. 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. In terms of monetary investment or capital, you must be willing to invest P5,500  for the exam fees, licensing and notarization fees. You might say, if Sun Life Career is that good, why isn’t that so popular? Salary information comes from … I have been unemployed for about 5 years because I focused in helping my parents in our family business. Medical exam, for 40y/o and above, for benefits coverage will be done after Coding. Hi Adelaida. 15F Frabelle Business Center Please kindly fill out the form above and send your resume to federico.suan@gmail.com. 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% Sun Life Philippines’ released some TV commercials depicting how it is to be a Sun Life Financial Advisor. 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. Good thing that the good Lord led me to where I am now. I earned my first million. Because you’ll be paying for this, it will motivate you, even more, to pass the exam in one go. Penalties may be enforced for unauthorized use, reproduction or distribution of this system, or any portion of it. And of course, we’ll also guide you in your journey here with us. Hi Hagler, right now possible to surrender a policy via Remote Servicing. You can even have bonuses every month, not just your usual 13th month pay. Investing Guide in Sun Life Insurance, Mutual Funds, VUL etc in the Philippines. Inside a branch, there are Sales Team/s and Units. Yes, you are welcome to join us here in Sun Life. Please connect with me on FB to know more. No, you need to get a license here in Insurance Commission and that license is only valid in the Philippines. How about eating out and being freaked out by how much a single dish costs? Provident / Retirement Plan (after 2 years), Monthly / Quarterly / Year end Awards and recognition. So if you are ready to change your life while helping others, then you’re in the right place. 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. So Filipinos can enjoy the humanitarian benefits of insurance. A multi-awarded 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. The author has no responsibility against the comments posted by visitors. Submit Licensing / Documentary Requirements, Attend Contract Signing (8:30-12nn) every Wednesdays not unless cancelled, 1 x 1 pictures with colar, yellow background (4pcs), Latest (previous year) filed ITR BIR Form 1700, 1701, 1702 or 2316; If no available, letter explaining why there is no ITR, addressed to the Insurance Commission. Licensing Exam in the Insurance Commission (P2,020 pesos fee for the 2 exams needed) – Trad Life and VUL. Hi Wichelle. I’m more like doing something that I don’t enjoy. Fill out the form below, and we’ll contact you within 24 hrs. Securities and Exchange Commission Philippines. I read books, watched sales techniques on youtube, and enrolled in several workshops to upskill myself. Did you know that Financial Advisors get to write their paychecks? Thanks! Thanks. Let’s connect on FB or email . Thanks! It will only allow agents to sell life insurance to someone who is currently in the country at the time of application. . Thank you! 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. Licensing Exam in the Insurance Commission (P2,020 pesos fee for the 2 exams needed) – Trad Life … And maybe you can also be part of our winning team. Hi Cristina. Yes, part-timers are welcome to join. I wanted something more. The good news is that the IC is now issuing temporary insurance. READ: Sun Life Remains the Top Life Insurance Company in the Philippines. The typical Sun Life Financial Advisor salary is $56,507. I’m from Parañaque City and I would like to be part of your team. Could I still join? I bought my first car using my earnings as a Sun Life advisor. I did not see your name. You can visit any of these Client Service Centers to pay your premium. 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. So are you ready to jumpstart your career in Sun Life? I’ve seen your request and we’ll contact you soon. After that, you will be eligible to sell life Sun Life products and be recognized as a Sun Life Financial Advisor. Do you have what it takes to become an advisor and join the Sun Life Philippines Family? Also, I’m living in Makati however, I am stranded in our province. Career path – from being a Financial Advisor, you can climb your way up to different promotions. See you soon . I would like to join your team! Thanks! It also provides FREE training and seminar so you can be confident in answering the questions of your clients. Is there an age limit? I’m a college graduate, but i didn’t have a job because of my medical condition. exam fees, licensing and notarization fees. Thanks . Hi Federico. Please do so we can reach you easily. Hoping to talk to you about it. 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? Educate them and become their lifetime partner that they can fully trust. Just inform … This is only for those who reside in the Philippines. However, if you eventually decided to stay here for good you can always reach me in the future. ... {{cookieNotificationLbl}} Learn more.Learn more. 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. I would like to join your team. Thanks again , Copyright 2017-2019, TheWiseGuyPH.com. Thanks . A licensed agent is only allowed to sell insurance products under the Insurance Commission. Promotion is also given to those who perform well, regardless of age and tenure. I added your fb na po. Becoming a Sun Life Financial Advisor is one of the most underrated career one can think of. Please connect with me on FB or via email. Thanks , Hi Sir Federico. I want to join your team and I want to be a part time Advisor. Though we know we need it but the importance of it only shows when we experience financial struggles in our life. Connor joined Sun Life … | Privacy Policy. After taking the training, you may now take the licensure examination. As my manager always say, if you will devote the same time you’re doing with your full time job in Sun Life, I assure you,  you can easily earn your first million in just a year. Aside from compensation, self-development, and stress-free environment made me decide to go full-time. 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 read that OFW is not allowed? Thank you . We also want you to be on my team. So you just need to prepare Php 3,030 for the license. 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. Hi Ma. Our team is composed of engineers (just like me), accountants, hoteliers, salespersons, professors, government employees, etc. There are validation requirement – to keep your license as Sun Life Financial Advisor, you will need to meet the validation requirement set by the Branch or by the company. This is due to the limitations of the license issued by the Insurance Commission. Sun Life Remains the Top Life Insurance Company in the Philippines, How to Become a Sun Life Financial Advisor, 7. Good Morning! You will also learn here how you can help your clients achieve their financial goals through financial planning. Binibigyan ng babala ang publiko na huwag mag-invest sa CUBEBIT 2.0, CUBEBIT, and CUBEBIT PHILIPPINES … Sun Life Financial Advisor. Something you can take pride that you are not just a salesperson because you are trained and licensed to give financial advice. Sun Life gives big opportunities to increase your monthly income and develop your marketing skills even more. If I’m going to summarize, here are my top reasons why should you become a Sun Life Financial Advisor. Necessary actions will be done accordingly as the website has no intention to malign its readers from factual information. Now, I’m looking forward to buying my dream car. Thanks . The Insurance Commission has now allowed sale of life insurance ONLINE! Thank you! Common benefits of a financial advisor. I am goal oriented and I love to earn more money and helping people too. Being a financial advisor is still a job. Dennisa. Sun Life Philippines’ released some TV commercials depicting how it is to be a Sun Life Financial Advisor. Mobile/Viber:  0922 8978077 Let’s talk more about this over an email. God Bless and More Powers!!! A college graduate is preferrable but not needed. There will be a lot of Trainings – in your journey to greatness, you will be required to study and attend Free and Paid seminars. I worked part-time with Sun Life while working full time with IMS (Integrated Management Services, Inc.). Hi Federico. Thanks , Hi I would like to join your team. I’ll email you for details. First, you need to reach out to a Sun Life manager (or manager candidate like me) and get an interview schedule. 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. Hi Claudine. SLPC 28066 10/17 (exp. You may also reach me via FB. In my nearly 10 years as a Sun Life Financial Advisor, I’m very proud to be able to do the following. 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. Thanks! Hi Jun. Become a Sun Life Financial advisor. Next to Financial Advisor is Manager Candidate then Unit Manager. Hi Mateo. If you want to join our team of Financial Advisors, please do the following, Garry De Castro, CIS Personally, I never ever imagined myself to be in this kind of career ever. And if I’ve done it, then there’s no reason for you not to. I am one among the many who disregards financial literacy. Have you filled out the form? 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. hi sir i would like to be part of your team. The most enjoyable part of being a licensed financial advisor at Sun Life is when you get to secure a client's financial life. I’ve been a Web Developer since I graduated from college. But the feeling is totally satisfying once you’ve made an impact on someone else’s life. Please kindly answer it. We’re not there only to collect payments but rather to become part of their incredible journey toward financial freedom. Don’t you love to be recognized for your hard work? Please get in touch with me. You are more than welcome to join our team. I am also turning next year on January, would that be a problem if I join now? TV Commercials on being a Sun Life Financial Advisor. We’ll reach you at the soonest time. 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. Depending on the type…, Hi Seph, with very limited info, I can’t make assumptions on the kind of policy you have and attached riders…, How to become a Financial Advisor – The Complete Guide, Realizations Why You Should Look for Alternative Career. Sun Life offers financial assistance in your competency. I am an ofw here in sg and ‘will be going back for good (just waiting for lockdown to lift up ). I worked part-time with Sun Life while working full time with IMS (Integrated Management Services, Inc.). Thanks , Good day Sir! Sun Life Financial has an extensive service reach in the Philippines with more than 70 client service centers nationwide. Thanks . We can always easily book on any date whenever there’s an Airfare Seat Sale. Applying for part – time FA hope to be part of ur team! Message me so I can … Your productivity will always depend on the amount of work you allotted. 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. Here are some of the things I’ve been enjoying so far. We have set standards in our team to empower members just like you. Please fill out the form above so we can move forward. You must pass all the steps needed to become a full pledge advisor. I want to be a part of your team if i may. Best to contact your Advisor on the details.…, Hi John, usual scenario, ‘downgrading is impossible’ if your current plan is the minimum so there’s nothing to downgrade to.…, Hi Archie, one thing is for sure – you won’t get the whole amount you deposited. Garry De Castro is a personal finance advocate, Financial Advisor, Certified Investment Solicitor (Mutual Fund Representative), investor, stock market trader, blogger, and IT practitioner. Thus, you need to be obedient to me as your manager, and I’ll assure you of your success in this job. But don’t be intimidated yet because the steps are easy to do. We did not even spend a centavo for this whole trip from food, transportation, and accommodation. Note to editors: All figures in Canadian dollars SOURCE Sun … Let’s be honest, when I was young, no one has ever dreamed of becoming a Sun Life Financial Advisor. 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. Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. I worked part-time with Sun Life while working full time with IMS (Integrated Management Services, Inc.). This differ from branches to branches. Good to know you are very interested to join my team and for sure you will be a wonderful addition to it. I am in Rome. Financial Advisor salaries at Sun Life can range from $2,170 - $102,681. From 1856 and now 153 years in the service and leading globally as financial services company which originated from Canada and 123 years operation in the Philippines no other than Sun Life.Sun Life … Of ur team for 40y/o and above, for 40y/o and above, for 40y/o above! And the company grows, the demand of its people to help others way... Missing something is one of the job of individual employees uphold a standard! Is when you get to secure a client 's Financial Life says, “ with great powers, comes responsibilities. Since insurance are always underwritten during the inception you a glimpse on my team and Units are composed... 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