As a member of the firm, your primary responsibility is to be an ethical professional, serving clients in their best interest. Your job is to advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
I've learned the fundamentals of business management through Sun Life, by managing my own office and tabulating my business expenses and activities. From buying my own office furniture to acquiring a vehicle to facilitate my mobility, to establishing a business plan to setting up my work hours, Sun Life has provided me with the essentials required to survive as a professional.
The hardest part of my job was to accomplish weekly objectives while maintaining a consistent business cash flow. There are no set salaries for advisors, as remunerations are based on advisor sales and activities (i.e. referrals, partnerships and cross-sales). For that reason, advisors are often faced while very low-productive weeks or even months.
Nonetheless, I enjoyed the entre-aide of people in the firm. Sales directors and advisors are always willing to create sales activities to promote business. As well as the administrative staff, they help advisors up-keep their business; whether through proper sorting in the mail-room to call forwarding to the right advisor. They're usually very curteous welcoming your clients in the firm.
being your own boss
time of establishment before attaining a salary stability
Advisor (Current Employee) – Grande Prairie, AB – 21 September 2017
This job is great and a dream job for the right person. It is straight commission, so you will do well if you know enough people, aren't afraid to talk to new people, and can consistently motivate yourself to do what is required for you to succeed. The managers are wonderful and are there to guide you and point you in the right direction.
Financial Centre Administrator (Former Employee) – Ottawa, ON – 18 September 2017
I truly enjoyed working for SunLife in Ottawa for almost 19 years. I would have continued to work until retirement at the company if I had not relocated to another city to follow my spouse and his career advancement.
great atmosphere and wonderful colleagues
completing the quarterly performance management reviews
Administrative Assistant (Former Employee) – Toronto, ON – 28 August 2017
This is very similar to my job at Ernst and Young. Worked for upper management - they really appreciated my fast turn around of tasks. I tried always to make them look awesome and in turn make my job great.
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.