Insurance
Your practice track for Sales Representative
at Sun Life Philippines
What this interview covers
Interviewers for Sales Representative roles at Sun Life Philippines typically test across 2 areas:
Philippine-specific tips for this role
- ▸ Many candidates say "Gusto ko lang po talaga makatulong sa iba" (I just really want to help others) without showing how that desire connects to the demands of the role. Instead, explain what specifically about financial advising aligns with your helping nature, such as educating clients on protection products, not just selling.
- ▸ Candidates often say "Disiplinado naman po ako" (I'm disciplined) without evidence. Instead, give a concrete example of a time you managed your own schedule or motivation, like sticking to a study plan or fitness regimen despite distractions.
- ▸ Candidates sometimes say "Magpopost lang ako sa Facebook, marami na 'yan" (I'll just post on Facebook, that'll be plenty). In reality, a mix of online and offline efforts is needed. Instead, outline a structured plan: profiling your warm market, then expanding through referrals, community events, and educational content.
- ▸ A common misstep is sounding pushy: "Sir, kailangan niyo po talaga ito, sayang ang pera" (Sir, you really need this, it would be a waste of money otherwise). Instead, acknowledge their fear and provide factual comparisons, allowing them to see the gap themselves. Say: "I understand why you feel safe with a bank. May I share how some families combine both saving and protection to avoid financial shocks?"
All 4 questions in this set
What made you decide to pursue a career as a Sun Life financial advisor, and why do you believe this role is a good fit for you?
The Live Brighter Forum screens for genuine passion for the mission and understanding of the advisor's role beyond just earning commissions; Sun Life invests in training only those who are committed to client well-being.
As a freelancer, you won't have a fixed salary or a boss tracking your daily hours. How will you maintain discipline and stay motivated when facing rejection or slow months?
The contracting phase formalizes an independent contractor setup, not employment; Sun Life evaluates if you can self-manage because they don't provide daily oversight, and high attrition comes from those who can't handle the freedom.
Starting out, you'll have no established client base. How do you plan to build and grow your network from zero?
The independent contractor model means no guaranteed income; Sun Life wants to see if you have the entrepreneurial drive to proactively generate prospects, which is essential to survive the initial months and eventually thrive.
A potential client is risk-averse and only wants to save money in a bank, but they have dependents and no life insurance. How would you handle this situation while upholding your fiduciary duty?
The mandatory training course includes ethics because advisors handle sensitive life savings; the Forum assesses whether you naturally prioritize client welfare over a quick sale, aligning with Sun Life's "doing what's right" culture.