• Advise clients on financial planning and investment opportunities to meet their financial goals.
• Conduct thorough needs analysis and assess clients' financial situations.
• Build and maintain strong client relationships through effective communication and personalized service.
• Recommend appropriate financial products and services based on clients' needs.
• Stay updated on industry trends and regulations to provide informed guidance.
• Develop and implement strategies to attract new clients and grow the business.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or related field.
• Experience Level: Entry-level (0–2 years).
• Skills and Competencies: Strong communication and interpersonal skills.
• Skills and Competencies: Excellent analytical and problem-solving skills.
• Skills and Competencies: Proficient in relationship management and customer service.
• Qualities and Traits: People-oriented with a strong drive for sales and business development.
• Qualities and Traits: Adaptable and open to continuous learning.

Benefits

• Flexible Schedule / Work-Life Integration: You can manage your own time. You choose when to work. This lets you balance family, side hustles, and personal commitments.  
• Unlimited Income Potential: As commission-based, you have no fixed ceiling. The more clients and business you generate, the more you earn.  Some earnings are recurring (renewals), or commissions lasting over years for clients who continue paying premiums. So even when you’re not actively selling, some income continues. 
• Rewards, Incentives, Perks: You get bonuses, travel incentives (local & international), wellness incentives, cash prizes etc.
• Health and Insurance Benefits: There are benefits like group insurance, subsidized health plans, etc., which help with personal or family coverage.  
• Professional Growth & Training: Provides training programs (financial planning, personality development, estate planning, advisor development courses, etc.), mentorship, peer support. You keep learning, improving, and moving up in position (Advisor → Unit Manager → Sales Manager → New Business Manager).  
• Job That Helps Others: You help clients plan their finances, prepare for major life stages (marriage, family, retirement), protect them from financial risks, etc. It gives personal satisfaction.  
• Legitimacy & Support: Being under a big company like Sun Life gives you credibility. You get regulatory support, tools, marketing materials, official training, and licensing help.