The process of becoming a financial advisor is composed of five steps which ensure that all Sun Life Financial Advisors are well equipped in spreading the message of financial literacy.
- Join a #LiveBrighter Forum – get to know more about what it takes to shine as a Sun Life Financial Advisor
- Attend the interviews or take the POP (Personality Orientation Profile) Screen Test – find out if your personality profile matches this field
- Finish the Sun Life Training Course – learn about the concepts and theories of insurance, ethical standards and product discussions
- Take the Licensing Exam at the Insurance Commission – Sun Life will assist you in securing necessary licenses from the regulator
- Complete the contracting and coding process – your relationship with Sun Life is guided by a Contract. Expectations are discussed to ensure a successful business or career