Sun Life Financial advisor career details
Looking for a new challenge?
Are you looking for a professional career with unlimited earning potential? A chance to be your own boss and build a business? Or are you looking for an opportunity where you can specialize and become a respected expert in your field?
Whatever reason you're exploring the advisor career, we know that there is no one reason why people choose to become a Sun Life Financial advisor. The reasons are as diverse as our people.
The advisor career
Sun Life Financial advisors are self-employed individuals who are contracted with Sun Life Financial Distributors (Canada) Inc. to help clients achieve lifetime financial security. In addition to selling market-leading insurance and wealth products, they develop long-term relationships with clients and are there to help them plan for each stage of their lives.
While advisors run their own business, they benefit from the support, marketing programs, industry-leading reward structure and ongoing training that come with being a part of our Career Sales Force.
If you decide that the advisor career is for you, your first step will be to build a client base. To do this, you'll identify people who need our products and services. By getting to know clients' wants and needs, you will help them develop a comprehensive financial strategy and recommend products that will help them build their savings and protect their families, businesses and financial futures.
The role of an advisor
At Sun Life Financial, we have a proven model in place to help you build long-term client relationships.
The financial planning pyramid shows the multi-faceted approach that advisors take when working with clients. A financial plan provides the base for clients to prepare for non-controllable events, priorities and asset accumulation.
The value of holistic advice
As a Sun Life Financial advisor, you will be able to offer clients a wide variety of:
- life insurance,
- health insurance,
- wealth accumulation, and
- savings products.
Our training and sales tools will show you how to look at clients' needs from every angle and recommend a strategy that will allow them to not only accumulate wealth, but also protect their savings and plan for their long-term health and financial well-being. Here's a high-level view of our products and how they can help clients:
| Products | Benefits |
| Life insurance – term, permanent and participating | Allows clients to leave a legacy and protect their families. Useful in tax and estate planning. |
| Personal health insurance | Pays for medical, dental and other expenses not fully covered by provincial or employer plans. |
| Disability insurance | Replaces a portion of the client's income if they are unable to work. |
| Critical illness insurance | Provides clients with financial freedom so that they can focus on recovery. |
| Long term care insurance | Gives clients control and flexibility when choosing the care they'll need as they age. |
*Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.
**Guaranteed investment certificates (GICs) issued by Sun Life Financial Trust Inc.
A career to grow with
As an advisor, there's always more to learn and ways to grow in your role! You can keep your skills fresh by staying on top of industry trends, learning about new products, and developing new sales strategies. There are also many career and leadership development opportunities available. We have a mentorship program in place that is an option for advisors who want to gain hands-on experience working with new recruits in a coaching capacity.
Sun Life Financial supports a variety of collaborative advisor business models. From a robust national program that helps advisors plan for their first administrative assistant to providing coaching and access to proven business systems in the most complex corporate structures, advisors have many options to grow their business throughout their careers.
| There are many field leadership opportunities, including: |
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