Your practice track for Sales Representative
at Sun Life Philippines

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 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?"
• ▸ 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.