News & Events

Sun Life Financial Hosts Live Brighter Forum in Iloilo – Start a Career as Financial Advisor

Iloilo City, October 14th – Life insurance company Sun Life Financial recently held Live Brighter Forum at Seda Atria, Mandurriao, Iloilo. The forum focused on providing insights regarding financial literacy and financial freedom. The forum also presented valuable opportunity for attendees to become Sun Life partners as Financial Advisers and join in the thrust of educating individuals on how to manage their finances better.

And yes, ‘managing finances better’. One of the thoughts that struck me was this question during the introduction phase of the forum. Describe your salary using a title of a song. Whilst most of us would ruminate of the most brutal song to describe the complexity, duration, and deficiency of our salary, Sun Life Regional Sales Manager and forum speaker Valerie Lagarde recollected that the Philippines actually has three (3) of the biggest malls in the world – and despite the insane size of the malls, it continues to be filled with avid – and paying – shoppers. Is it really our salary that’s the problem here? Or our mismanagement of finances?



“Describe your salary using a title of a song.”

Another titillating thought is the Economics’ term ‘Inflation’. What your Php 39 can buy you in the early 90s is different than what it can buy you in 2020. This touches the thought that commodities will be priced higher in the future – this would include basic necessities, cost of education, and much about everything else. Today’s tuition fee of Php 20,000 per semester would skyrocket two-fold or three-fold in 2030. This only compels us to the thought: are we ready for these drastic changes? Well, the moral lesson of the story is not to get married or not have children at all to escape responsibility, but of course to be financially prepared in the ever changing nature of economics.

Investing in a bank is okay. Time deposit is fine, too. With average growth rates of 0.25% per annum for time deposit, you would not expect much revenue – or maximize the full potential of your money.

With all this in mind, Sun Life Financial opens its arms to individuals who would want to pivot their lives and jumpstart a career as Financial Adviser. The forum was graced by topnotch Sun Life members with paramount knowledge in dealing with financial concerns: Regional Sales Manager and Sun Lifer for 12 years Valerie Lagarde and Churchill Bejemino, a living testament of how being a Financial Advisor has changed his life for the better.

Bloggers tete-a-tete with Sun Life Financial Forum Speakers

“Get in the business of helping people. Being a Sun Life Financial Advisor gives you the opportunity to make a difference in people’s lives by helping their partner to financial freedom. A big portion of the population is still without any form of life insurance and investment. By providing relevant financial advice and guiding them along the way, you can help ensure their security and growth, and help them build a solid future for themselves and their loved ones. It’s about giving your customers and their families the best chance for a rewarding and financially-secure life. The opportunities are endless” – Sun Life Financial



Benefits of Being a Sun Life Advisor:

  • It is rewarding in compensation and generous in time. As a Sun Life Advisor, your earning potential is limitless and you can also enjoy flexibility of time.
  • It allows you to see the world. A job well done is rewarded with a trip to exotic continents and exciting destinations.
  • It’s a noble and fulfilling profession. You can make a positive difference in the lives of others by helping them fulfill their financial goals.
  • Sun Life is a professional agency with a bright legacy. You can shine your brightest because you are with a good company. Sun Life is the number one and the longest-standing life insurance company in the Philippines.

Steps of Becoming a Sun Life Advisor:

  • Join a Live Brighter Forum
  • Attend the Interviews/take the POP (Personality Orientation Profile) Screen Test
  • Take the Licensing Exam at the Insurance Commission
  • Complete the contracting and coding process

“I have trusted Sun Life for over 20 years. I’m glad they’re still with me as I enter this new phase in my life.” – Charo Santos – Concio, Policy Holder since 1992.

Bloggers version of embracing the brighter life. Photo credits to Randomly Candid

Sun Life of Canada (Philippines), Inc. pioneered life insurance in the Philippines as early as 1895. To date, it is the longest-standing life insurance company having with them a number of individuals under their financial care. This includes Filipino celebrities Matteo Guidicelli, Judy Ann Santos, Charo Santos – Concio, and of course Sun Life brand ambassador Piolo Pascual. “I have started investing for the future with Sun Life. Now, I’m sure that I can achieve my financial goals faster” – Matteo Guidicelli, Investor since 2015. Having more than 120 years in the country, it continues on its commitment to helping Filipinos achieve lifetime financial security by enlightening them about their financial needs. “I got my first insurance policy with Sun Life when I was 19. Now, I’m counting on them to help secure my children’s future too” – Judy Ann Santos – Agoncillo, Policy Holder since 1992.



“Sun Life helped me secure Inigo’s future. Now that he’s becoming his own man, Sun Life remains my trusted partner in facing the future with more confidence.” – Piolo Pascual, Policy Holder since 2009

Ready to move forward? Embrace the Brighter Life. For more information, visit www.sunlife.com.ph or call 849-9888 (Metro Manila) or 1800-10-SUNLIFE (PLDT domestic toll-free).

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