Sun Life Financial Employee Review

View all Sun Life Financial reviews

Job Work/Life Balance
Salary/Benefits
Job Security/Advancement
Management
Job Culture
Good Company. Great Risk & Reward. So Do Your Homework!
Financial Advisor (Former Employee) –  Canada31 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.
Pros
Flexibility, Great Office Environment
Cons
Straight Commission, Build Your Own Block (No Leads)
Was this review helpful?Yes 76No 5Report

Other Sun Life Financial Employee Reviews

Job Work/Life Balance
Salary/Benefits
Job Security/Advancement
Management
Job Culture
Wonderful place to work
Insurance Advisor (Current Employee) –  Ottawa, ON17 April 2018
There is tremendous opportunity for Success as an advisor. There is a lot of support from management, who are vested in our success. Technology support is fantastic and evolving.
Was this review helpful?YesNoReport
Job Work/Life Balance
Salary/Benefits
Job Security/Advancement
Management
Job Culture
Good place to work at
Valuation Actuarial Analyst - Co-op (Current Employee) –  Waterloo, ON14 April 2018
very good culture
opportunity for advancement
very helpful management
very good work life balance
provides change to develop skills and education in every way they can
Pros
good work life balance
Cons
location
Was this review helpful?YesNoReport
Claimed Profile

Want to know more about working here?

Ask a question about working or interviewing at Sun Life Financial. Our community is ready to answer.

Ask a Question

Overall rating

4.0
Based on 838 reviews
5300
4303
3171
241
123

Ratings by category

3.9Work/Life Balance
3.8Salary/Benefits
3.5Job Security/Advancement
3.6Management
3.8Culture