How To Become a Financial Advisor/Insurance Agent/Mutual Fund Agent in the Philippines?

Sun Life

financial advisor2

Would you like to help others manage their finances and achieve financial freedom?

Would you like to help breadwinners assure a brighter future for their families?

Would you like to help more Filipinos achieve a better and comfortable retirement?

Would you like to touch the lives of your family, friends, relatives, Facebook friends, strangers, etc?

Would you like to help others feel the booming economy of  the Philippines through investing?

Would you like to work on  your own time and escape the 8am-5pm rat race?

Would you like to experience a real work-life balance and spend more time with your family?

Would you like to master the art of salesmanship?

Would you like to earn unlimited income?

Become a Sun Life advisor and experience a BRIGHTER life ahead.  My personal experience as Sun Life advisor has been challenging but exciting and joyful. I was able to send my siblings to college, support my parents and kids financially, buy my first car, buy lands, buy multiple life insurance policies and investment accounts, buy the foods I want, buy the things I need and want, etc. More importantly, I was able to help my clients and their families secure a better and brighter future. Being a financial advisor is a noble profession that you can be proud of. Today is the best time  to become a financial advisor in our beloved country as our economy is booming and many of our fellow Filipinos are becoming more prosperous but not necessarily savvy in managing their finances.  Let us help more Filipinos plan their future by becoming a financial advisor.

In Sun life, you write your own pay check. There is no limit on how much you can earn. You are fairly rewarded to your hard work. You can manage your own time, work at your own pace and at the same time you have more time with your family and for yourself. Successful advisors will receive travel incentives locally and abroad. The incentives or bonuses are the best in the industry.

The Sun Life free trainings will make you a truly professional financial advisor. Sun Life has the best financial advisors because of the trainings. You will be equipped with the necessary learnings and skills to succeed in the profession. You will meet successful advisors along the way who can be your role models and mentors, inspiring and motivating you to achieve success in this career.

If you think you are ready to accept the challenge of becoming a Sun Life financial advisor, send your updated resume via email at raymund.camat@moneytalkph.com. You may also text/call me 09179698062/09392787408 or add me on Facebook http://www.facebook.com/rfcamat. You may also visit us at Royal Poinciana Branch, 15th Floor Frabelle Building, Rada St Corner Dela Rosa St., Legazpi Village Makati City. Contact Number: (02) 656-6233 or (02) 705-9666. Look for my secretary Rose Ann Camat. You may also schedule an appointment with me to discuss the rewarding career.

Overview of Steps:

PROCEDURES:

Since the trainings are done online, you should have a computer/laptap and stable internet connection. You should also be willing to shell out about 5500 pesos for the exam fees, licensing fees and notarization fees. You should have a clean credit history – no unpaid credit card debts and loans as well as unpaid utility bills in the past. No criminal history. Most importantly, I need your commitment to seriously join and stay in this business. I accept part time and full time advisors. Insurance and investment selling is a serious business. This career requires, honesty, integrity, dedication and professionalism.

  • Interview
  • Online Training For Traditional Insurance (1 week to finish)
  • Online Training For Variable Life Insurance (1 week to finish)
  • Online  Training for Sun Life Training Course (SLTC) ( 2 weeks to finish) OR 3 Days Classroom Training
  • License Exam in the Insurance Commission (2020 pesos  fee for the 2 exams needed) – Exam for traditional insurance and exam for variable life insurance. You must pass both exams; 70% passing rate for each exam of 50 items. Unlimited retake of exam but you need to pay the exam fees again. The exam permit needs four 2 by 2 white pictures with white background. NBI or Barangay clearance is needed to take the exam.

Submission of  Documentary Requirements:

During or after the trainings, start preparing and completing the following documentary requirements for your license application with the Insurance Commission.

  1. Valid NBI Clearance (Submit original only)
  2. 6 pieces one by one  ID picture (yellow background and formal/business attire)
  3. Photocopy of diploma OR transcript of records (TOR) (For those who did not finish college, submit TOR)
  4. Cedula (photocopy) (must not be expired)
  5. Photocopy of latest Income Tax Return (ITR) / BIR Form 2316 for employed applicants. If you don’t have this, write a letter explaining to the Insurance Commissioner why you do not have one.
  6. Photocopy of company ID if employed
  7. Photocopy of clearance from previous employer if currently not employed
  8. Proof that you have SSS number (Old sss id, payment receipts, E1 form, or old company IDs with SSS printed on it)
  9. Payment of 3090 license fees and 400 pesos notarization fees.
  10. BPI savings account for payroll. IF none, Sun Life will help you get one after contract signing.
  11. If working in the government, a written approval from your director that you are allowed to sell life insurance. (Following a Civil Service memorandum)
  12. Additional documents upon request.

After submission of the above documents, wait for the issuance of provisional authority (PA) to sell insurance. Once PA is issued, you will attend contract signing and orientation in Sun Life BGC office usually conducted every Wed 830 am to 11pm.

We will have one on one product training to help you become knowledgeable about the products and operations of Sun Life. I will share tips to help you get started in selling life insurance products and investments.

Once contract signing and one on one training with me is done, you need to submit 3 insurance applications as a branch requirement. These 3 applications are mandatory before you be considered as official advisor of my branch.  After submitting 3 applications for insurance, we will request your Provisional receipt (PR), portal access, calling card and Sun Life email address.

Once coded as advisor, you may attend additional trainings provided by Sun Life to become a better advisor.

Mutual Fund License

After you became coded as Sun Life Insurance advisor, you can level up your credentials by taking the Certified Investment Solicitor (CIS) examination. There are also classroom trainings and of course a license exam in the Securities and Exchange Commission. Sun Life Asset Management Co. Inc. is the largest non-bank-affiliated mutual fund company in the Philippines. When you become a CIS,  you can sell the mutual fund products of Sun Life: the Sun Life Prosperity funds.

Ready?

Chat with me now http://www.facebook.com/rfcamat or text/call me 09179698062 Globe /09392787408 Smart/02-5089025 Landline.

I hope to see you join our team (the Dreamer Unit Team of Royal Poinciana Branch) composed of professionals from different backgrounds but with only one goal: having a good life and helping others achieve a brighter life!

BE REWARDED WITH YOUR HARD WORK

FREEDOM TO ENJOY LIFE

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Raymund F. Camat, CIS, REB, CWP®, CEPP® is a SEC-Certified Investment Solicitor (CIS), Certified Wealth Planner and Certified Estate Planner, Phils. He is also a licensed insurance and mutual fund advisor for Sun Life Financial. He wants to educate the Filipino public on the importance of financial planning, investment planning, wealth planning and estate planning. He offers Personal and Family Wealth Planning to Filipinos from different generations. He has a bachelor's degree from the University of the Philippines. You can reach him at 09179698062 (Globe/TM/ABS-CBN/Viber), 09392787408 (Smart/TalkNText/Sun Cellular), (02) 508-9025 (Landline) or email him at raymund.camat@moneytalkph.com. For OFWs, he also conduct online video consultation through Skype, Viber or FB Video Call. ________________________________________ DISCLAIMER: This website reflects only the views and opinions of Raymund F. Camat and is not part of any official communication tools of any life insurance and investment company. The views and opinions on this website do not necessarily reflect those of the company, the management, the advisors/agents and the employees of any life insurance or investment company.
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