FREQUENTLY ASKED QUESTIONS

As Sun Life Financial Advisors, we helping our clients achieve financial security. 

We build relationships with clients and provide advice on investments, insurance, retirement planning, and overall financial health. 

Becoming a financial advisor at Sun Life involves five steps, which makes sure that you can effectively promote financial literacy. This includes:

• Join a #LiveBrighter Forum

• Take the POP (Personality Orientation Profile) Screen Test

• Finish the Sun Life Training Course

• Take the Licensing Exam at the Insurance Commission

• Complete the contracting and coding process

Sun Life offers a hybrid work setup for our Financial Advisors! This means you'll get the best of both worlds:

• Work-from-home flexibility: Enjoy the convenience of working remotely on some days. This allows you to manage your time better and create a work-life balance that suits you.

• Comfortable Makati office: We also have a modern and comfortable office in Makati for those days when you need to collaborate with colleagues or meet clients face-to-face.

So, whether you prefer the focus of a home office or the energy of a team environment, we've got you covered!

No need! Flexibility is one of the perks of working as a Financial Advisor. We have people across the Philippines, both in provinces and big cities, helping clients achieve financial freedom.

As a financial advisor, the more you assist clients and demonstrate your expertise, the greater your earning becomes. There are opportunities for leadership and additional incentives for those who excel in this field. 

At Hyperion Tree, we believe in recognizing and rewarding exceptional talent. If you work hard, your life can transform into a career that lets you be in touch with your passion while earning money to fund your dreams.

Yes! While relevant financial experience is always a plus, it's not a requirement to launch a successful career as a Financial Advisor! 

In fact, our own Branch Manager used to be a housewife for more than a decade before joining Sun Life.

As a Financial Advisor, you will be given training and support to help you succeed.