Good Company. Great Risk & Reward. So Do Your Homework!
Financial Advisor (Former Employee) – Canada – 31 January 2014
Initially you'll be asked for a list of 100 names you can prospect and sell to. Make sure you have a game plan after your warm market runs dry besides cold calling or going door to door. For most people that's when you'll promptly exit the business.
For those seeking Sun Life Financial as their first financial planning gig here's my advice:
Don't do it. Start with 4-5 years in a bank where you will get leads and appointments booked for you while earning a CFP designation. If you want to go independent or 'captive' at an insurance company for $$$ and autonomy only make the switch when you have a reliable network of 500 people you know will do business with you. Don't take the career if you just want to help people, become an exceptional Financial Planner and own your own business. Take the job only if you can sacrifice your evenings and weekends for the next 5 years and you enjoy sales and prospecting 24/7 'cause that's all you'll be doing!
Bottom line: Being an advisor at Sun Life Financial is a great opportunity for the right person. It's a disaster for anyone else.
Flexibility, Great Office Environment
Straight Commission, Build Your Own Block (No Leads)
Member Support Representative (Former Employee) – Work from Home – 15 August 2017
The job may have given you time to spend at home but the call center industry is not for everybody. It is a highly stressful job that deals on most days with escalation as the calls that you receive are mostly people who are disabled or sick needing their money.
It challenges me and polishes my communication skill and organize.
Administrative Assistant (Current Employee) – Edmonton, AB – 14 August 2017
Working in Sun Life will give you challenges to polish your communication skills and be organized. As well as, dealing with problems especially when dealing with clients. You will learn how to be compliant and it stretches your common senses.
Customer Service Representative (Former Employee) – Lethbridge, AB – 6 August 2017
A typical day of making phone calls to companies. I enjoyed working with my teammates but had such a change over in managers while I was there. I thought this was my forever job till the market tanked in the US.
Good corporate culture and benefits. Ability to meet new and interesting people and to develop yourself professionally. Requires much autonomy as in most corporate positions but this allows for you to develop at a much quicker pace. Keep motivated and determined and there is no limit to your success when well planned for.
Administrative Assistant (Former Employee) – Mississauga, ON – 29 June 2017
The job allowed me to learn about data entry and doing administrative work. I was able to work on my organizational and management skills . I learned to be part of a team and coordinate my responsibilities with other people.
If you can be creative and hold out things might go well.
Life Insurance Agent (Former Employee) – Moncton, NB – 28 June 2017
Business was conducted appropriately. Can be hard to get ahead if you don't have a lot of personal leads. A lot of people don't make it but for the ones that do it can be a good career. You do have to pay for your office monthly and no guaranteed salary, commission only.
Customer Contact Centre Representative (Former Employee) – Montréal, QC – 27 June 2017
Management is overbearing and stats driven, to extreme ends. This generated massive turnover both voluntarily and otherwise. Management has little to no idea how to communicate professionally with employees.