Financial Advisor (Former Employee), Kitchener, ON – February 26, 2015
Pros: excellent management team
Cons: 100% commissions is stressful
I really enjoyed my employment with Sun Life Financial, not only because of the fact we are helping people find financial security, but the management team made being at the office a very happy place to – more... be. The financial center in Kitchener was just like one big family, everyone was always competitive with each other, but everybody helped each other as well. I always enjoyed sharing tips and tricks on unique sales techniques with my fellow advisors. Their are definitely highs and lows that come along with a 100% commissions career, but the lows were easy to overcome because of the support system we had. With Sun Life, your constantly learning new things, and they really made learning a lot of fun. – less
Customer Service Representative (Former Employee), Waterloo – February 23, 2015
Pros: great hours, independence
Provide medical and dental benefit coverage via incoming call center.
Best part was providing great customer service. Worst part was some people would be frustrated when they maxed out their benefit allowance - however, you just had to remain calm, positive tone, be apologetic yet assertive to plan members as it's their employers who make their benefit plans, not Sunlife Financial.
Advisor (Former Employee), Richmond Hill – January 14, 2015
Pros: excellent training and support
Cons: very unstable income/commission only/chargebacks.
- Great team attitude for a sales force industry. - Excellent training systems available to increase knowledge, develop expertise and hone everyday skills and habits. - Long hours needed to prospect and – more... develop a clientele/block of business. - Managers always willing to coach and support growth, answer questions, train advisors as needed. - Learned an incredible amount about financial services and sales. – less
Backup Real Time Support Specialist (Current Employee), montreal – December 17, 2014
The workplace is fine in regards to the environment, but for a company that prides itself on career advancement, there are a lot of empty promises to keep people motivated and mixed messages from management. Lack of staff makes the front line job very taxing on individuals and people.
Amazing career if you put in the time, and have a safety net of money to fall back on.
Financial Advisor (Current Employee), London, ON – December 16, 2014
Pros: flexible hours; own your own business
Cons: finding your own clients; 100% commission
You really need to be dedicated to work this job. Most people look towards family and friends for meetings and sales - I don't feel comfortable pushing products on the people I know and love. Other ways – more... of getting clients are trade shows, cold calling, or referrals. One thing you NEED to be good at - talking on the phone. The entire business is based around calling and booking appointments. The best times to call are 530-830 Monday through Thursday, when people are home from work. Be willing to work those times. Some clients aren't able to meet during the day, so you'll have to book some evening appointments in the office or their home, or maybe even a weekend. Do NOT make a habit of meeting on weekends, otherwise your clients will grow accustomed to it and will expect it. There are people that will help you in the job, and people who will bring you down (best to stay away from those). If you're a social person, and you want to make friends at work and travel and go to events with them, then you'll have fun here. You need the drive to get up and go to work every day. Being your own boss and owning your business is a big responsibility. The first 3-5 years of your career at Sun Life, you should be working 50 hours a week, having 10-12 appointments per week, and making a minimum of 2 sales per week, which is harder than it sounds.
My piece of advice? I came into this role right out of college. It works for some, but I wish that I had gone to a salary position first. When you're just starting out and you have bills and want to save up money, the office expenses and uncertainty of a paycheck will stress you out. Be willing to become mutual fund licensed, so that you can have a stream of income once you build up your wealth portfolio - which will take a little while. – less
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.
Easy going culture and very productive environment
Infrastructure Team (Current Employee), Toronto – November 13, 2014
Pros: free food, friendly environment, flexible work hours
Cons: salary, job advancement, commute, full benefit coverage, long work hours with little pay
Working at SunLife during these couple months isn't bad and the work can be sometimes slow as a turtle or fast as a rocket. The management is okay, depends on the people you are under and their style of – more... leadership. The big bosses are very knowledgeable, willing to listen from the grunts when opportunities are given.
Very flexible work hours, understanding managers when it comes to family issues or any time of injuries. As long as you are productive in your job and most people won't mind what you are doing.
However if you are looking for promotions, then it would be a different story and most opportunity to be manager or higher are very limited. Most people has been here as seniors for the longest period of their careers. – less
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 – more... 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 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