One day in your life, when you feel the desire to teach and help people about financial matters, then you can be Financial Advisor. First and foremost, you should have the heart to do it, because this is the mission that would change people's belief about saving and investing and help them achieve their goals.
Here are the steps to apply:
1. Look for a Unit manager that will conduct interview with you. They look for people who is healthy in Body and mind.
2. They prefer Full time agents rather than Part time. But if you are currently working in a different Company, honestly tell your good intentions, and how can you manage your time.
3. You will need to take online training: one is Traditional and the other one is VUL (Variable Life Insurance). You will also need to pass the 2 exams given online.
4. Next step is to attend SLTC (Sun Life Training Course) good for 3 days from 8.30 to 5:30 PM. Please do not be late so that you will not miss anything. You also need to pass 20 items in exam.
5. You might be overwhelmed with lot of exams and questions given but it will help you understand everything that you need to be a good Financial Advisor.
6. Review and don't forget to pass the exam in the Insurance Commission. Unli- retakes can be done but take note every retake is paid so you have to do your best at first.
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