Group Benefits SunAdvantage Service Representative (Current Employee), Toronto, ON – October 13, 2014
Pros: able to work independently, job task gives you a sense of accomplishment
Working in the Group Benefits Sales area is fast pace, motivating and self driven. Knowledge in group benefits in all area is of utmost importance and you learn something new everyday. Every task gives you a sense of accomplishment. You are required to work independently, and if needed your co-workers and manager are there to discuss and resolve any – more... issues. The most challenging and enjoyable part of the job is meeting the turnaround times. We do rely on other sources for information, and in the sales area timing of responses are crucial. It is challenging for me as I strive in providing great customer services by being able to respond right away. When I am not able to, it is important to inform the waiting recipient right and provide a timeline for expectation. I take pride in my job and in building relationships. This only results in excellent service! – 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