Extremely fun place to work with extensive training and development
Financial Consultant (Former Employee), Grande Prairie – November 18, 2014
Pros: extensive training, meeting new people, selling top notch products in the industry, backed by a supportive management team.
Prospecting began everyday to build one's own client base. Managed existing clients with follow ups and reviews, talking about products and services they may not have yet. My co-workers were great people and a pleasure to work with. The hardest part of the job was the prospecting, which also is the most enjoyable and rewarding part of the job as well.
Issue & Service Team Leader (Former Employee), Waterloo, ON – May 12, 2014
Pros: great co-workers; support from management when needed
Cons: production problems could be stressful and time consuming
During the 7 years that I was with them, I held various positions and always felts supported by management. I learned several different aspects of the insurance world....from writing business requirements for changes, testing those requirements, to managing a project for a system change to leading a team of administration staff. All fellow employees – more... were very easy to work with. The hardest part of the job was 'playing catch up' if a deadline came and went! I enjoyed the variety of the work. – less
System Analyst UNIX (Former Employee), Waterloo, Ontario – February 4, 2014
Pros: good company, excellent team to work with
Cons: long commuting and too many afterhours and week end activities
Typical day at work: Taking care of day to day client requests, preparation and arranging for on hand projects which included patching OS, P2V and looking after hard ware and software maintenance cases.
What I learned: I gained a great amount of knowledge about Different Solaris hardware and software products. All models of Oracle and AIX devices.
Management; Needed – more... more time to get used to the new management style
My co-workers: Got along really well with all members of my team, had no issues working with any of them.
Hardest part of the job: Commuting to Waterloo every day from Mississauga
Most enjoyable part: Dealing with my co-workers and handling new challenges every day – less
Good Company. Great Risk & Reward. So Do Your Homework!
Financial Advisor (Former Employee), Canada – January 31, 2014
Pros: flexibility, great office environment
Cons: straight commission, build your own block (no leads)
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 – more... 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. – less