Are you looking for a part time opportunity that can help you earn additional income without leaving your current job? You can become a licensed Sun Life financial advisor. You can help fellow Filipinos get insured and manage their finances better by becoming a financial advisor and at the same time earn additional income. Here are some of the benefits of becoming a Sun Life Financial Advisor:
- Unlimited Income. You Write Your Own Paycheck.
- Earn Commission Up To 10 Years Per Paying Client (Passive Income)
- Monthly Bonuses and Incentives
- Free Group Insurance
- Subsidized Health Insurance
- Local and International Travel Incentives
- Retirement Plan After Two Years of Tenure
- Free Trainings and Seminars
WHO IS THE ELIGIBLE CANDIDATE FOR THIS BUSINESS OPPORTUNITY
- WITH AT LEAST 2 YEARS WORKING EXPERIENCE
- NO CRIMINAL RECORDS (WE REQUIRE NBI CLEARANCE)
- NO DELINQUENT/BAD DEBTS (CREDIT CARDS, LOANS, ETC.)
- HONEST AND WITH INTEGRITY
- LIFE INSURANCE BELIEVER (WE WALK THE TALK)
- WITH AT LEAST ONE INSURANCE POLICY (OR PLANS TO GET ONE AFTER BEING LICENSED AS ADVISOR)
- SOCIAL MEDIA USER (FACEBOOK, INSTAGRAM, ETC.)
- DECENT KNOWLEDGE USING COMPUTER OR IPAD
- WITH COMPUTER/LAPTAP AND DECENT INTERNET CONNECTION
- WILLING TO ACCEPT PURELY COMMISSION BASED WORK
- PATIENT AND HARD WORKING
- WILLING TO FIND & MEET CLIENTS TO PRESENT INSURANCE & INVESTMENT PRODUCTS (FACE TO FACE OR VIA VIDEO CALL)
There are more than 110 Million Filipinos worldwide and only less than 5% of this population has any form of life insurance. If you become a Sun Life advisor, you will join 20,000+ strong Sun Life advisors in educating more Filipinos about the importance of life insurance and investments. Our goal is to increase the 5% insurance penetration to a higher figure.
There is a big opportunity for financial advisors to earn in this industry and at the same time help more Filipinos achieve lifetime financial security. Your impact to Philippine society is enormous.
Imagine yourself persuading breadwinners to get a life insurance policy so that if something happens to them, their beneficiaries will not suffer financially with the help of death claim benefit. No child will go hungry and stop going to school. No spouse will carry the enormous financial burden of being a single parent. No family will have to worry about funeral and medical bills. Debts are paid with the insurance money. Helping families like these is a big contribution to nation building.
You will also be helping parents in creating an educational plan for their kids. Education is the best gift a parent can provide for his children. Filipino parents give a very high importance to education.
You will also be helping professionals create a future-proofed retirement plan. This will end the toxic Filipino trait of making children as the retirement plan of parents. This will also end the problematic “sandwich” generation which is a big societal issue right now.
The premium payments and investments from clients are being used in helping companies expand and helping the government in its infrastructural as well as social and economic projects.
Even your taxes from your Sun Life income has a big impact in nation building. Many successful financial advisors are among the top taxpayers in the country. Sun Life as company is also a major corporate taxpayer in the country.
One of the fastest ways to build wealth faster is self-employment or going into business. Selling life insurance is what they say the “business without capital.” You don’t need a big capital to start in the life insurance business. In fact, you will only spend 5000 pesos for the license exam and license fees which are collected by the government. You will spend adequate time and efforts for the trainings to gain enough skill in order to start selling life insurance and investment.
Even with the small barrier to entry in the life insurance career, the potential financial rewards are enormous. There is no limit to how much you can earn in commissions and bonuses. You can get as many clients as you can. In other words, you write your own paycheck in this career.
Many financial advisors started as part timers. They juggle Sun Life activities with their full-time office employment. When they start seeing their income in Sun Life becomes many times bigger than their fixed salary, they quit being an employee and start working with Sun Life full time. This has happened to me and I witness how God showered me with abundance in my nine years working as a financial advisor.
Many were able to buy their first car with Sun Life. Many were able to build their dream houses for their families. Many experienced the spectacular joy of travelling in beautiful local and international destinations. I cannot explain the joy and happiness seeing my family enjoying the fruits of may labor with Sun Life. I want you to experience, what I experienced with Sun Life.
HOW TO APPLY AS SUN LIFE FINANCIAL ADVISOR
- Email resume to firstname.lastname@example.org
- Set Face to Face interview with Unit Manager (Mandatory)
- Attend Company Orientation/Live Brighter Forum Once (Scheduled on a Saturday)
- Fill Up The Required Online Application Form (Live Brighter Portal)
- Finish Online Training on Traditional and VUL Insurance (Laptap/PC & Internet Required)
- Pay the exam fee 2,020.00 pesos (Non refundable)
- Take and pass the licensed exam (BGC or Makati) (Provincial examinees can take the online exam subject to availability)
- Finish Sun Life Training Course (SLTC)
- Submit Documentary Requirements (Listed Below)
- Pay 3030 Pesos License Fee (Non refundable)
- Attend Product Trainings (By Sun Life and Unit Manager)
- Wait for the release of Provisional Authority (P.A.) from the Insurance Commission
- Once P.A. is released, attend contract signing orientation (online or face to face)
- Read and sign the agent’s contract
- Wait for your agent’s code to be released by licensing department
- Once code is released, happy selling!
- NBI Clearance (At least 6 months valid) – Mandatory and Non-negotiable
- Income Tax Return (ITR) of the previous year (If none, ask your unit manager for alternative requirement)
- Copy of Company ID if employed /Business permits if self employed /Copy of clearance from past employer if currently unemployed
- Any Proof of SSS Membership (ex. Registration form, Payment slip, Screen Shot of SSS Online account) (UMID not allowed)
- Any Proof of BIR TIN (ITR is counted)
- Soft copy of 2by2 Formal Picture with Yellow Background
- Written approval from immediate supervisor if you are currently a government employee
- No criminal records.
- No bad/delinquent debts in banks, financial institutions and credit card companies (Let me know if you need assistance to do a credit check, I can help you check if you suspect you are black listed)
- No conflict of interest in your current company if you become an advisor (example: bank employee, insurance company employee, financial institution employee, etc)
Meet Unit Manager Raymund.
Raymund Fabro Camat is a multi-awarded financial advisor and unit manager of Sun Life of Canada (Philippines) Inc. one of the largest and oldest life insurance companies in the Philippines. He has 12 years of experience selling life insurance and mutual fund products in the Philippines. He has more than 800 clients under management mostly belonging to the millennial generation. He is also proud of his 20+ strong Sun Life Financial advisors built in just 3 years. He is a certified investment solicitor as well as wealth and estate planner. He finished his college education from the University of the Philippines. He is married to Loida and dad to Rayver, Rayven and Tissha. His greatest achievement is uprooting his family from poverty with hard work and perseverance. To learn more about him go to his official website www.MoneyTalkPH.com.
Schedule your online interview today!
Call: 09179698062 | Email: email@example.com
MY SUN LIFE STORY
Since you will be working with me as your Unit Manager in Sun Life, it is very important that you have a glimpse of my life story. You will learn the hardships I endured growing up and how I achieved the good life today. Read it now here.
My Sun Life Story – How Sun Life Changed My Life
One night in 2012, while I was searching articles online on how I can better manage my finances, I stumbled upon the financial blog of my then Unit Manager Mr Garry De Castro. I was amazed how he was using digital marketing (thru blogging) in offering his services as a Sun Life financial advisor. My work back then was a digital marketer in an American outsourcing company in Mandaluyong City.
I got curious and asked him how I can be like him. He invited to me to join his team in Sun Life. That time I was already a policy holder of another insurance company. That invitation became one of the best invitations I received in my life.
Little backstory: In college, I met a very successful lady working as financial advisor in Baguio City. Through her I got the impression that financial advisors are earning well. She was the first one who taught me the importance of life insurance. Six years after I met her, I became a financial advisor too. I think it’s destiny that I am in this career. God introduced me to this career early in life through that lady .
I finished all the requirements of becoming a Sun Life advisor and mutual fund representative in just two months or less. I remember then attending six-night classes of Sun Life (Basic Training Course) as there was no online training back then. I also worked night shift in my job back then to attend the day trainings for mutual fund advisor exam. Luckily, I passed all the exams to become licensed by the Insurance Commission and the Securities and Exchange Commission.
The first hurdle I faced when I was a rookie (first year advisor) is finding clients. I don’t have a network of potential clients back then. It was really difficult to sell to friends and relatives. Good thing I knew how to use WordPress as a blogging tool to create articles and become searchable in Google. I worked as a writer in an online publishing company in college, so I know how to write Google-friendly articles. People began finding me through Google. These people were very good leads who are almost ready to buy. Up to this day, 90% of my clients found me through search engines like Google.
I ate rejections and frustrations for breakfast, lunch and dinner in my early years in Sun Life and even up to this day. But I knew rejections and frustrations were part of the job and they made me stronger and better as a financial advisor. Without mastering these rejections and frustrations, I would not be here in Sun Life today. I remember being insulted and mocked by a client just because of a very tiny mistake. He was talking to me over the phone and tears just fell from my eyes. I thought of quitting after that happened, but I persevered. To cut the story short, I made the client signed an insurance policy.
Today, I already have more than 400 clients under management and I am now in my 9th year as a financial advisor. I have accumulated earnings of more than 12 Million pesos since I began as a Sun Lifer in 2012. It would have taken me 20 years to earn this income as an employee and perhaps multiple job hopping to achieve salary increase. For ordinary Filipino employees, it may take a lifetime to earn this income. I bet you know how hard it is to achieve a high paying job in this country. You need to climb the corporate ladder with many hurdles along the way.
With the help of Sun Life, I was able to help my siblings financially in their college education. They all studied in private college institution. Now, they are all working as professionals. I feel proud every time I see their graduation pics hanging in our walls.
I became a husband and a father at the age of 24 and I was very thankful with my income in Sun Life that I became a good provider. Now, I have two sons and one daughter. They are my big WHY in life. I am working hard to give them a better life, better than what I had growing up.
With my Sun Life income, I was able to provide a better life to my parents who experienced poverty and hardship half of their life. I was able to renovate our family house and I was able to buy land for them to cultivate. Before, we were just renting our farm, but now we have a farm that we can call our OWN.
When we were young and studying my parents have many debts left and right, but now I can proudly say they are debt free. My mom has a peace of mind now. I also enrolled them in a government pension program so that they will have money when they retire. I am paying most of the premiums. I want them to have a comfortable retirement better than what our ancestors experienced in the past. I am forever grateful to all their sacrifices just to provide for us.
My first big purchase from my Sun Life earning was my brand new car. It was a dream as child to drive my own car. It became a reality at the age of 27. Dreams do come true in Sun Life. After years of commuting to meet my clients, it was a joy to comfortably drive in the busy streets of Manila to meet my growing number of clients. It became easier to meet my clients as far as Batangas. It also became easier to travel during the holidays, to the joy of my wife and kids.
In Sun Life, your efforts are recognized. There are awards in the unit level, sales team level, branch level and of course the most prestigious one is the company level. Some of these awards allowed me to travel locally and internationally with all the expenses paid. My most memorable countries to travel were New Zealand and the United Sates.
Now as a Sun Life unit manager, I am able to lead and teach people how to succeed in this noble and meaningful career. We are now 30+ strong and continue to grow. My vision is to build a 1000 strong Sun Life branch some day. Would you like to join me achieve this vision? Let’s talk! PM Is the key 🙂
“I’m so grateful to have a Unit Manager like Sir Raymund Camat. His continuous encouragement and support play a big role in my first quarter in Sun Life. He is a good trainer and a listener. He always checks on me and makes sure that all my concerns are addressed properly. What I admire him the most is his transparency at work. He always reminds me not to conceal anything and just be transparent.“
– Carla Camille Cuenca, Financial Advisor )“
“Shoutout to my very supportive manager Sir Raymund Fabro Camat of MoneyTalkPH [who is the] most supportive manager, mentor, brother, and my life peg.“
– Federico Suan, Financial Advisor)
“Nakilala ko si Raymund sa blog niya na MoneyTalkPH.com. Dahil naexplain naman niya nang maayos yung VUL, kumuha agad ako sa ka niya in our first meeting.”
– Jen, Laguna)
I am very proud of my financial advisors who experience the brighter life and at the same time made an impact to the lives of their clients.
Licensed Engineer (ECE) | Financial Advisor | Sun Life Manager Candidate | Macaulay Awardee | Consistent Medallion Qualifier
Growing up, TonTon (his famous nickname) has a simple but comfortable life. Thanks to his seafarer father. Although her mom died early, her grandmother loved and cared him and his 2 brothers unconditionally. His most painful experience is when his father died and their family is short of money to pay medical and funeral bills. He promised to himself that he will never let himself experience that again. After few unhappy years working as a corporate employee, he joined Sun Life. He has more than 100 clients under management and several medallion awards received. He was able to buy his first car through his earnings with Sun Life. He worked hard to build his emergency funds and investments. He was promoted as Manager Candidate and now building his own winning team. Visit his blog TheWiseGuyPH.com.
Financial Advisor | Accountant| Macaulay Awardee | MDRT Qualifier | International Quality Awardee
After her doctor told her that she will have difficulty getting pregnant, she did not waste time being sad and angry instead she joined Sun Life and became a consistent awardee for many quarters. She was able to bring hundreds of clients mostly seafarers. She earned millions and was able to purchase some properties. She was also able to share her blessings to many people through her charitable acts. After many years of waiting, the Lord blessed her a son named Gio who is my godson.
Former Hotelier | Financial Advisor | Sun Life Manager Candidate | Macaulay Awardee | Consistent Medallion Qualifier
She would have been a financial advisor in another branch many years ago but was rejected because she was not willing to quit her job and join Sun Life full time. After two decades working in the hospitality industry locally and abroad, she joined me in Sun Life as I was accepting part timers. Eventually, she quit her job and became a full time advisor and now a manager candidate. Her annual income doubled when she joined Sun Life while enjoying the luxury of working in her own time. Now, Glesie is a manager candidate and actively inviting people to join her growing team. Glesie wants this career as her last job before she retire. She is definitely enjoying her Sun Life journey.
WHAT ARE YOU WAITING FOR?
Latest posts by Raymund Camat (see all)
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