Sun Life Financial Advisor Reviews | Glassdoor.co.in

Sun Life Financial Advisor Reviews

Updated Jul 18, 2019

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Found 74 reviews

3.6
StarStarStarStarStar
Rating TrendsRating Trends
60%
Recommend to a Friend
72%
Approve of CEO
Sun Life CEO Dean Connor
Dean Connor
25 Ratings
  1. "A good company to work for"

    StarStarStarStarStar
    Current Employee - Financial Advisor in Toronto, ON

    I have been working at Sun Life full-time for more than 5 years

    Pros

    Flexible work hours, decent pay, lots to learn

    Cons

    A lot of time is wasted on admin work

    Advice to Management

    Make things simple

    Sun Life2019-07-19
  2. Helpful (1)

    "Good work experience"

    StarStarStarStarStar
    • Career Opportunities
    • Compensation and Benefits
    Current Employee - Financial Advisor in Vancouver, BC

    I have been working at Sun Life full-time for less than a year

    Pros

    Flexible time, sales motivated, good training program

    Cons

    Do not have base salary

    Sun Life2019-06-05
  3. Helpful (1)

    "Great if interested in starting your own business"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in Toronto, ON
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Sun Life for more than a year

    Pros

    Really helpful management and senior advisors. Will be rewarded for your hard work.

    Cons

    Can be very difficult for new advisors starting off

    Sun Life2019-05-30
  4. Helpful (1)

    "Good place to start a commission based business"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Advisor in Waterloo, ON

    I worked at Sun Life for more than a year

    Pros

    Good training Good atmosphere Supportive staff

    Cons

    Difficult to build book of business as a young person and no stable income for first few years.

    Sun Life2019-05-17
  5. Helpful (4)

    "Financial Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in Scarborough, ON
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Sun Life full-time for less than a year

    Pros

    Great support from management. Through training to help advisors like myself run their practice. Management in the Scarborough office give you incentives to and training round to fully perfect your skills in each and every department of your process. Friendly environment to work with the people in the Scarborough office. Everyone is there to help you assist in business. One good thing about he Financial centre 14...

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    Cons

    The success ratio depends on your individual capacity to make your own schedule and be disciplined. This job offers a lot of flexibility so some advisors may not fully utilize it to its capacity. So success relies on your hard work solely. You either win at his job or you lose, depends on your efforts.

    Advice to Management

    Great Scarborough Diamonds management style. I perhaps have the best team to rely on. They give you their time and help to help you in every aspect of your business.

    Sun Life2019-04-29
  6. Helpful (5)

    "Financial Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in Kitchener, ON
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Sun Life full-time for more than a year

    Pros

    Own hours, comission, flexible

    Cons

    Commision, without clients, no pay coming in

    Sun Life2019-03-20
  7. Helpful (2)

    "Financial Advisor Assistant"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor Assistant in Charlottetown, PE
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Sun Life full-time for more than a year

    Pros

    Best reason to work with Sun Life Financial is being able to develop yourself and gain more skills.

    Cons

    A great company to work, I did not experienced any downsize

    Sun Life2019-03-30
  8. Helpful (1)

    "Advisor's vs Customers and the advisor's reality."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor 
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    I have been working at Sun Life for more than 8 years

    Pros

    Learning is very good, compensation is very good but based on your own performances, so it only good as you sell, not service.

    Cons

    The company thinks that they're perfect, they shift all responsibilities to the advisors and act as if they give support. Compensation is based on campaigns, no recognition towards the customer service everything is based on sales, not service, company is oriented Insurance and minimally on investment. The global approach is promoted verbally but not really on a day to day bases.

    Advice to Management

    Learn about the advisor's reality vs customer's objectives. Look closer on how customers are treated, advisors should have a global approach, but unfortunately, they don't have the time to follow customers objectives, the advisor is paid to sell. They sell life insurance product, as an investment, that is ok in some specific cases, not all the time. Advisors are paid on premiums sold, not on the quality of the...

    Show More
    Sun Life2019-04-16
  9. "Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in Mississauga, ON
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I have been working at Sun Life full-time for more than 5 years

    Pros

    Flexibility, great brand, good products

    Cons

    Compensation, no culture, terrible back office

    Advice to Management

    Help advisors develop wholistic business

    Sun Life2019-03-22
  10. Helpful (1)

    "Financial Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Advisor in Waterloo, ON
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at Sun Life full-time for more than a year

    Pros

    Structure good. Product line very good.

    Cons

    Invasive culture. Punitive compensation structure with lifetime exposure to significant portion of compensation.

    Advice to Management

    Stop making promises you won't be able to keep.

    Sun Life2019-01-31
Found 74 reviews