Career Orientation
In this module, you will explore all paths you can take towards growth and fulfillment when you embark
on a career with Sun Life Financial. It covers the ways these can be achieved through the many
opportunities the company offers.
Learning Objectives
Welcome
WH Y Y OU JOIN ED SUN LIFE FIN AN CIAL
So Why the Financial Industry?
TH E SUN LIFE PR OFESSION AL EXPER IEN CE
Professional Growth
Sun Life Coding
Income
Challenge
Enjoyment
WH AT SETS SUN LIFE APAR T
Service
Most Respected Agency (MRA)
Let's Review
SUMMAR Y
Summary
KN OWLEDGE CH ECK
Knowledge Check
ACH IEVEMEN T B ADGE
Congratulations!
MODULE H AN DOUT
Downloadable Module Handout
Lesson 1 of 15
Learning Objectives
By the end of this module, you will be able to:
1. Explain your role as a Financial Advisor for Sun
Life Financial
2. List the benefits of a career in Sun Life Financial
Lesson 2 of 15
Welcome
Welcome Video from Jennifer "Jenny" del Mundo, Head of Distribution Support.
Complete the content above before moving on.
Lesson 3 of 15
So Why the Financial Industry?
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The reasons that make the career of a Sun Life Financial Advisor a rewarding and deeply fulfilling experience can be
summed up in these 5 letters.
C O NT I NU E
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Arguably, these 5 components of a good career experience can be found in other companies. However...
C O NT I NU E
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Sun Life's brand of Service is what sets it apart from all other businesses in the industry, a source of fulfillment for
advisor and client alike.
C O NT I NU E
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Nevertheless, the other components of the Sun Life career experience – Professional growth, Income, Challenge, and
Enjoyment – all provide nearly as much satisfaction. We will first examine these 4 components in the following
lessons, beginning with Professional growth.
Next: Professional Growth
You will want to know how to be a good Sun Life advisor. Many training tracks will help you achieve this. You may
also want to achieve even more afterwards. Sun Life can also help you along with this as well.
LEARN MORE
Lesson 4 of 15
Professional Growth
Watch this short video to learn more.
Complete the content above before moving on.
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Sun Life presents its financial advisors numerous paths for personal growth and career advancement in the Rookie
Development and Advisor Productivity programs. Manager development tracks are also available for those who
aspire to even greater career heights.
C O NT I NU E
ADP Training Roadmap
Click the highlighted items to learn more.
SUN TRADITIONALS (FACE-TO-FACE/E-LEARNING)
Duration: 1 Day
Target Audience: Rookie Advisors
Sun Traditionals is a 1-day course that aims to help advisors reinforce their product knowledge specifically on the traditional
life insurance products. It also includes supplemental benefits (or riders), sample illustrations, concept selling and the different
uses of dividend and non-forfeiture options to better understand the features of the product.
SUN LIFE TRACK TO ADVISOR ROOKIE TRAINING (S.T.A.R.T)
Duration: 2 Days
Target Audience: Rookie Advisors
This course provides rookie advisors a general orientation and overview of Sun Life and its operation. It discusses the
purpose, mission and benefits of a Sun Life advisor including best practices. It also teaches advisors some selling concepts
using the Money For Life (MFL) framework and challenge them to become Macaulay qualifiers on their first year.
UNDERWRITING ESSENTIALS (FACE-TO-FACE/E-LEARNING)
Duration: 1 Day
Target Audience: Rookie Advisors
Underwriting Essentials is a 1-day course which focuses on the basic underwriting guidelines and processes. The first part
includes underwriting risk factors, concepts of insurable interest, anti-selection, AMLA requirements plus stages of the
application process. This course also provides group activities and a case study workshop.
As a natural springboard for future success in the company, Sun Life places due emphasis
on its Rookie Development Programs (RDPs). The first and most essential is RDP1.
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Next: Sun Life Coding
LEARN MORE
Lesson 5 of 15
Sun Life Coding
You must be authorized by Sun Life to represent the company
to our clients. This is called coding. Your advisor code issued
by Sun Life will be your identity in the Sun Life system.
To be coded, you should:
Complete SLTC
Submit all licensing requirements
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Next: Income
For many, this is the main reason for choosing any career. While a career as a Financial Advisor is essentially a
career in sales, Sun Life makes every lasting relationship you create worth it.
LEARN MORE
Lesson 6 of 15
Income
Watch this short video to learn more.
Complete the content above before moving on.
Next: Challenge
A career in sales can be a daunting challenge. Sun Life understands this so it offers exciting incentives for all
advisors to excel.
LEARN MORE
Lesson 7 of 15
Challenge
Watch this short video to learn more.
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Next: Enjoyment
Have fun while getting the job done.
LEARN MORE
Lesson 8 of 15
Enjoyment
Work-life balance
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You can achieve work-life balance while working as a Sun Life Financial Advisor. Manage your activities well and
devote time between work, recreational activities, and family.
C O NT I NU E
Click the highlighted items to learn more.
Gift Certi cates
Sun Life corporate items (polo shirt, umbrella, watches, luggage bags, etc.)
TRIPS local and abroad
PLAN Bonus
Enjoy the many perks of a Financial Advisor. Various incentives such as bonuses, gift certificates, and freebies
carrying our corporate brand await every productive employee. Experience a sense of family and good fellowship as
you bond with your colleagues during the team building activities and outings.
Complete the content above before moving on.
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You may even earn incentive trips to local and foreign destinations that your family can experience with you!
C O NT I NU E
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With great challenges come great rewards. Sun Life recognizes those who have exemplified excellence in their
chosen profession. You can be part of the distinguished Macaulay Club, an exclusive club for the esteemed sales
force of Sun Life. Macaulay Club Members are recognized during the Annual Awards Night.
C O NT I NU E
Watch this video to see how working for Sun Life is not only profitable and fulfilling, but also enjoyable!
Complete the content above before moving on.
Next: Service
Our brand of service sets the standard for long-term relationships that span generations.
LEARN MORE
Lesson 9 of 15
Service
Watch this short video to learn more.
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Sun Life has served generations of clients who are loyal to the brand.
DELA CRUZ FAMILY. 4th generation Sun Life policy holder.
SY FAMILY. 4th 5th and 6th, generation Sun Life policy holder.
Next: Most Respected Agency
Internalize these values and help Sun Life become the Most Respected Agency.
LEARN MORE
Lesson 10 of 15
Most Respected Agency (MRA)
Our goal is to internalize these 4 values to become the Most Respected Agency not just in the Philippines and Asia,
but all over the world.
Flip each card to learn more.
CARING
Selling based on customer needs
and service that delights and takes
care of customers and families
PROFESSIONAL
Advisors who possess
comprehensive product knowledge
and are capable of giving
p g g
customers holistic advice
INSPIRING
A powerful brand and a motivating
environment that engage and
excite our customers and people
WINNING
Market leadership signified by
sustained agency performance and
industry recognition
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Watch this video to learn how you can help Sun Life become the Most Respected Company in Asia and the world.
Complete the content above before moving on.
How do we achieve this goal? We must all demonstrate Sun Life's 5 core values.
Flip each card to learn more.
ENGAGEMENT
We value our diverse, talented
workforce and encourage, support
and reward them in contributing to
the full extent of their potential.
INTEGRITY
We are committed to the highest
standards of business ethics and
good governance.
EXCELLENCE
We pursue operational excellence
through our dedicated people,
quality products and services, and
our value based risk management.
CLIENT FOCUS
We provide sound financial
solutions for our customers and
always work with their interests in
mind.
VALUE
We deliver value to the customers
and shareholders we serve to the
communities in which we operate.
Complete the content above before moving on.
Let's see how you understand the values we just covered.
Drag the values into the appropriate category.
MRA Values
Caring Professional
Inspiring Winning
Sun Life Core Values
Engagement Integrity
Excellence Client Focus
Value
Complete the content above before moving on.
Lesson 11 of 15
Let's Review
Examine each description then drag and drop the appropriate description onto the S, P, I,
C, and E circles.
(If you are on a slow internet connection, this section may take a few moments to load. Thank you for your
patience.)
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Lesson 12 of 15
Summary
Click the highlighted items to learn more.
The Perks of Joining Sun Life Financial
Service
Professional Growth
Income
Challenge
Enjoyment
Sun Life's brand of Service is what sets it apart
On top what is expected of a sales and service company, the company also empowers its clients through its financially literacy
efforts. All these serve to foster lasting relationships spanning generations.
Most Respected Agency (MRA)
To achieve our goal of becoming MRA across Asia, within our industry, and in the hearts of our customers, you must live by
our 4 MRA core values:
Caring
Professional
Winning
Inspiring
Complete the content above before moving on.
Lesson 13 of 15
Knowledge Check
Let's see what you've learned.
Question
01/05
Under Letter P (Professional Growth): What are some of the courses you will be attending under
RDP1?
VUL Revisited
Sun Traditionals
U/W Essentials
All of the above
Question
02/05
In Sun Life, this is your endless opportunity. It depends how committed and passionate you are in
pursuing your dream. Just remember, the more people you talk to, the more you can potentially
receive.
Movie ticket
Groceries
Income
Enjoyment
Question
03/05
What are the 4 MRA core values?
PROFESSIONAL, WINNING, INSPIRING, CARING
PROFESSIONAL, TRAINING, SELLING, CARING
ENGAGEMENT, INTEGRITY, LOYALTY, PASSION
PROFESSIONAL, WINNING, INSPIRING, TRAINING
Question
04/05
One of the reasons that make the career of a Sun Life Financial Advisor rewarding and deeply
fulfilling is you can achieve work-life balance. Manage your activities well and devote time between
work, recreational activities, and family.
INCOME
SERVICES
ENJOYMENT
CHALLENGE
Question
05/05
One of the MRA core values where selling is based on customer needs and service that delights and
takes care of customers and families.
PROFESSIONAL
INSPIRING
WINNING
CARING
Lesson 14 of 15
Congratulations!
You have completed Module 2.
You have earned a badge!
Next: Downloadable Handout
You may download the handout for your review.
DOWNLOAD
Lesson 15 of 15
Downloadable Module Handout
Click the PDF document to download the module handout.
Career Orientation.pdf
2.7 MB
Click the EXIT MODULE button to exit. You may proceed to the next module.
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