Become an advisor

Why be a Sun Life advisor?

As a Sun Life advisor, you will maintain a professional attitude at all times to help our Clients achieve lifetime financial security and live healthier lives. The work of financial planning can make your life more meaningful. We aim to establish ourselves as the ' Most Respected Advisor' by focusing on our 4 core values of CARING, PROFESSIONAL, INSPIRING and WINNING. In addition to striving for business success, financial advisors can inspire our Clients to realise their dreams in life by following a comprehensive plan.

Financial goals at different life stages

Financial needs

Getting started

• Day-to-day expenses
• Emergency Fund
• Protection for himself/herself and parents
• Targeted saving tp achieve personal goals and build a family

Moving up

• High day-to-day expenses
• Large emergency fund
• Protection for himself/herself, own family and parents
• Target saving to achieve personal goals/family goals
• Education fund for children
• Start of retirement plan

Preparing retirement

• Lowering day-to-day expenses
• Emergency fund
• Retirement plan
• Protection for himself/herself, own family and parents
• Targeted saving to achieve personal goals

Enjoying retirement/Leaving legacy

• Day-to-day expenses
• Health care
• Wealth preservation
• Protection for himself/herself and spouse
• Plan for legacy/estate

Four reasons to build your own business as a financial advisor

• When you build your own business, you’re in control.
• You’ll have the flexibility to balance your career with the other things in life that are important to you.
• You’ll be helping others and making a real contribution to the society.
• Your earnings and recognition will be directly tied to your efforts and results.

Four ways we can help you succeed

• Sun Life has a highly experienced and professional management team that are dedicated to your success.
• Our proven comprehensive training programs will build your skills, knowledge and confidence.
• We provide the tools and the latest technology to support you as you build your business.
• You’ll have access to the marketing, business and technical support teams you’ll need to grow your business and prosper.

Important notes:

• The provision of personal data is voluntary, only Sun Life Hong Kong Limited (‘the Company’), the affiliated companies of the Company or the agencies/ sales representatives of the Company involved in the registration, arrangement, contact and further recruitment activities will access to the data which are kept confidential.
• According to the Personal Data (Privacy) Ordinance, applicant has the right to access or correct his/her personal data. The request for accessing to data or correction of data held by the Company shall be made in written to Agency Recruitment Team at recruitment.centre@sunlife.com for handling.
• The Company reserves the right to modify the schedule and details of listed activities. In case of disputes, the Company’s decision will be final.
• Sun Life Hong Kong Limited is incorporated in Bermuda.