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?
RoleSales Representative
DifficultyEasy
TopicBehavioral
Asked at
Why This Is Asked
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.
General Approach
Share a personal story that triggered your interest in financial security, then connect that story to the specific value you see in Sun Life's products and culture. Emphasize the impact you want to make, not just the income potential.
General Answer
Start by naming the moment or person that first made you think seriously about financial security, not in grand terms but in a specific, believable detail, like seeing a relative struggle after a sudden illness or realizing how little your own family had in emergency savings. Then connect that memory to what the advisor role actually demands, which is disciplined client education, long-term relationship building, and the willingness to have uncomfortable conversations about mortality, disability, and debt. Say plainly that you understand the job is not about quick sales, and that you are drawn to Sun Life specifically because its culture and training reinforce that advisory, client-first approach rather than treating you as a pure commission hunter. Explain that the fit is mutual: you bring patience and a genuine interest in people's life situations, and the role gives you a structured way to turn that interest into measurable protection for Filipino families. Avoid vague declarations of wanting to help, and instead describe how you would approach a first client meeting, such as asking about their dependents and existing coverage before ever mentioning a product, which shows you already think like a financial planner, not a salesperson. Close by affirming that you see this career as a long-term commitment to the community you serve, which is exactly the kind of advisor Sun Life wants to develop.
PH Interview Gotcha
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.
Sample STAR Answer▾
S
Situation
During college, I helped my aunt manage her small sari-sari store finances after she struggled with unexpected medical expenses that depleted her savings. She had no insurance and had to borrow at high interest.
T
Task
I needed to understand her cash flow, prioritize debt repayment, and find a way to protect her from future emergencies without a formal financial background.
A
Action
I researched microinsurance options, spoke to a family friend who was a financial advisor, and realized how proper planning could have given her a safety net. I drafted a simple budget and encouraged her to set aside a small weekly amount for a health protection plan. I also started reading about financial literacy and saw how many Filipino families lack basic protection.
R
Result
My aunt was able to get a small insurance policy, and she now recommends it to neighbors. That experience made me realize I wanted to help more families secure their future, which drew me to Sun Life's mission of lifetime financial security.
Key Takeaway
Even small, consistent actions in financial planning can prevent life-altering setbacks for families.
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