Sun Life Makes it Possible to #LiveBrighter

July 25, 2018

With P31B premium income for 2017, the sun shines brighter for Sun Life in the Philippines.  It was Sun Life Financial that first introduced the concept of life insurance in the country in 1985.  With over a hundred years of experience in the insurance industry, Sun Life knows how it is to go through the ups and downs of life.

Right after World War II, the company honored USD 1.2 M in death claims.  The precept of paying claims based on trust and confidence alone was applied after Yolanda where Sun Life paid up, without question, the beneficiaries of the victims who died.

According to Visayas Regional Sales Manager Mike Gustilo, Sun Life is a conservative company.  “We do not promise too much.”  Hiring the best actuarians in the country is a contributing factor for its stability.  Sun Life makes sure to attract those with an ability to handle money.  After all, it deals with the lifeblood and sweat and tears of its clients.

What does it take to help people?

Sun Life requires this much from its Financial Advisors.  1)  Join a #LiveBrighter Forum so that they could get to know more about how to become a successful Sun Life Financial Advisor; 2)  Attend the interviews or take the POP (Personality Orientation Profile) Screen Test to see if there is a match between the job and the personality; 3)  Finish the Sun Life Training Course to learn about the concepts and theories of insurance, ethical standards and product discussions; 4) Take the Licensing Exam at the Insurance Commission with Sun Life’s assistance in securing necessary licenses from the regulator; and 5)  Complete the contracting and coding process.  Yes, the Financial Advisors’ relationship with Sun Life is guided by a Contract. Expectations are discussed to ensure a successful business or career.

Then, the exciting life mission of helping Filipinos live a better life begins.

The questions that a Financial Advisor asks their clients are:

Do they want to grow their money?  Do they want to take care of their families?  Do they want to nurture their health? Do they want to enjoy their retirement?  Advisors are trained to tailor-fit policies or products to the clientele.  Advisors examine the needs and priorities of a client with a financial needs analysis during a client call.  The focus is always on the client.  Even investment attitudes are considered.  Is the client a risk taker?  Is he or she conservative?  What are their goals, time frames, and financial capacities?

Financial Advisor Lourdes Perez tell us the secret of her success. “Activity, activity, activity.”

Market for Sun Life products varies.  Unit Manager Rebbe Jurillo says that the Negros market are the Overseas Filipino Workers, the young professionals, and the employees of the BPO industry.  Businessmen are the most tapped in Palawan, while Iloilo has the OFW’s as its biggest clientele.  Iloilo, in fact, is one of the best-performing branches in the Philippines.  Soon, an extension office will be put up in Kabankalan City, Negros Occidental.

What is in it for a Sun Life Financial Advisor?

1) The financial rewards through a limitless earning potential is paired with a flexible schedule.  2) Opportunities for travel abound.  3) It gives a sense of magnanimity when the lives of others are positively touched.  4) Being with Sun Life means being with the number one and the longest-standing life insurance company in the Philippines.

The Sun Life top brass: Vlad Fernando (Visayas Recruitment Specialist), Mike Gustilo (Visayas Regional Sales Manager), Rose Guasin (Angel Oak NBO Banch Manager), Lourdes Perez (Financial Advisor), Rebbe Jurillo (Unit Manager)

Angel Oak is the Bacolod Branch with 17 units, while Bristlecone in Iloilo has 70 units with 700 financial advisors.  This makes Bristlecone the biggest branch in the country.  Would you like to be a Sun Life Financial Advisor in the Visayas?  Join the 1,500 Financial Advisors in the region and #Embrace the Brighter Life.