RECRUITMENT PROCESS ALGORITHM 

Take the step to #LiveBrighter with Sun Life

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 (optional) – get to know more about what it takes to shine as a Sun Life Financial Advisor

• Set an interview with your Manager - We will be discussing the opportunities we have in store for you, Sales Team culture and practices, Income, Bonuses, Incentives, Travel and a lot more. 

• Finish the Sun Life Online 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