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Here are answers to some of the questions you may have about becoming a Sun Life advisor:
The agency management team is dedicated to your success. Managers will conduct joint-field-work with you, provide guidance and support and make sure that you’re connected to the materials and resources you need to give great value to your clients. Sun Life offers industry-leading “Learning & Development Centre”, specialized product support and expertise, right when you need it.
Our managers will discuss all the details of the career with you. If you’re interested in pursuing the opportunity, our career assessment tool will further help to indicate if this is a suitable career choice at this time.
During the selection and training process, you will work with a Sun Life Financial manager to help identify your key target markets. Clients will come from people you know, work with, and who are referred to you. As you build and grow your business, you will continue to network and connect with people to gain new clients outside of your primary market, while providing ongoing service to existing clients. The outstanding performance of Sun Life MPF is a good platform to meet more new clients.
While you are exploring this career opportunity and we are determining your suitability, you can continue your current work. Once you have been provided the opportunity to become a Sun Life advisor and you've chosen to move ahead, you will be invited to join Insurance Intermediaries Qualifying Examinations (IIQE) preparation courses and attend examinations. Once passed the exams and completed required trainings, you will be invited to sign the Sun Life Financial Advisor's Agreement and start the professional career.
Sun Life offers a number of great benefits to help you succeed in this career. Our teams will support you through the process and make sure that everything is in place to give you a quick start. And when you do – we reward you! We offer unique compensation packages and amazing rewards that reflect your commitment and effort. You’ll have access to sales and planning tools. And, as you grow and succeed, you can choose to pursue a number of career paths within Sun Life.
What does all of this mean? It means that we support you. As a Sun Life advisor, you get the flexibility of running your own business with the support to help you succeed. You’re backed by a strong team and a trusted brand.