Sun Life Financial Employer Reviews

A place to learn and grow. Very professional and learning environment.

This is a great place to work, friendly people, but the salary/benefits are not competitive.

answering phones, booking appts, recruiting clients, marketing, office inventory, 30 hours a week

• Assembled data and prepared periodic and special reports, manuals and correspondence
• Organized, directed, controlled and evaluated the operations of an establishment of life insurance and investments services
• Prepared financial scenarios and documents and wrote reports and recommendations for clients
• Developed, implemented and used tools for – more... managing and analyzing financial portfolios – less

Working for Sun Life Financial has its ups and downs. In terms of flexibility, Sun Life Financial provided a good balance between work life and social life. The staff was great, provided excellent support. The downs, however, is what has forced me to look for other opportunities. As an advisor, there is only so much you can do for the client but at – more... the end of the day it is up to the client if he/she will take the policy or not. I am a very driven individual and I spend hours building presentations and preparing documents for my clients. At the end of the day, I like to be in control of my productivity but with a commission based salary, if a client makes you do all this work and then decides not to go through with it, it can be very frustrating. I am intrigued by the insurance industry because of what it is capable of doing. In terms of leveraging your risk, insurance is a great asset. I enjoy meeting with clients and being out on the field. One of my biggest strengths is the ability to have a conversation with an individual and really get a sense of what they are thinking and if their is any possibility of a business transaction. Working with Sun Life Financial has definitely thought me how to run my own business, be organized as a professional and how to balance my work and social life. – less

- Activity focused environment
- Learned about having a balanced financial plan and how to educate people on money management
- Management team was very helpful- great leadership
- Friendly environment
- Clawbacks are the hardest part of the job
- Mostly enjoyed helping people and their families

training , making calls , talking with co-workers , lots of encouragement from management, hardest part to get appointments and to stay focused.

Accuracy requirement is 99.4%, almost 100%, quite unrealistic because error is humanely present which is why the turn over of manpower is also quite frequent. Trust and confidence is very important as each individual is set to monitor his/her own daily activity and production. Very intense 7.5 hour day in front of the computer analyzing and processing – more... federal insurance claims. – less

-answered incoming inquiries about customer benefit packages, assisted with online services and clarified how their benefits work
-multi-tasking in a fast-paced environment
-time management
-problem solving
-pleasant and up-beat co-workers

Loved working at Sun Life, I have been worked at Sun Life in a claims admin environment for 12 years in a team environment. Inputting data into excel. Running and updating reports. We would Create files maintain classified records and documents. When I send files to off-site storage, I would have to ensure that I input all the info into the data base – more... daily so I would be able to retrieve files that are in storage. We had to dispose of records as required. Daily claims needed to be scanned and e-mailed to our claims examiners. Open, sort, date stamp, all mail verify and obtain pertinent missing information for all incoming mail and determine what department it should go to. The department opened between 4000 - 7000 pieces of mail daily. I was responsible for return mail & cheques; I received cheques back from the post office because the address was incomplete. I would check the system to see if the client sent us some new information. Prepare all mail and correspondence being forwarded to clients. This includes ensuring that the address is clearly indicated and the appropriate postage is affixed. I had to transfer all personal calls for my group to the appropriate person. I had between 11 - 14 staff to Coordinate and distribute work daily. – less

Working for sunlife financial gave me the opportunity to work independently as a Financial Advisor. My work schedule was very flexible in that it gave me the opportunity to receive Designations such as the LLQP. My working environment as well as my clients was one of the best start to my day as I aways look forward to seeing and speaking to my clients/collegues – more... regularly. The hardest part of my job was when I had to say goodbye and move to Edmonton, as I will always miss my Sunlife Financial family. – less

They gave me enough freedom to choose how I wanted to go about my work. The staff was really friendly and really supportive.

Employees are treated poorly and poor environment to work in.

- New challenges everyday.
- Opportunity to learn and develop your skills.
- Great people to work with.

I never really had a routine at Sun Life that I really enjoyed. I was working in a lot of ad-hoc projects. Though my tittle was 'Financial Analyst' my work was more actuarial.

I never really had a routine at Sun Life that I really enjoyed. I was working in a lot of ad-hoc projects. Though my tittle was 'Financial Analyst' my work was more actuarial.

Company doesn't take seriously violations of the Labour Laws. Controls through intimidation.

Good company to work for as they make you feel like you are part of a family. Growth within the company is possible, but most likely in Ontario where the majority of the jobs are. The office I work at in Alberta has little room for growth.

I learned a great deal about the pension industry. Mastered excel with the use of macro programming, V Look-Ups, – more... and Pivot Tables. – less

Processing and underwriting a high volume of new annuity applications, including opening Corporate and Trust accounts and other corporate structures. Attending a lot of phone calls from the clients and the financial advisors. Processing he withdrawal request and transfer of fund request.
Had an opportunity of working with the best group of colleagues – more... and wonderful managers.
The hardest part was attending the customer phone calls inquiring about their account in middle of processing a withdrawal or a transfer request. the best part was thaty we would never get bore in this job it was always a new account a new product a new customer. – less

I really liked working for Manulife!! the company is always growing.