Best place to be a Financial Advisor or Financial Planner! - Recensione dipendente - Financial Advisor presso Sun Life

5,0
20 set 2020
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Outstanding support system. Imagine being a business owner and you have multiple support teams that help close deals. The compensation model is amongst the best and unique in the financial planning industry. Upfront commission for any individual insurance and group insurance plans submitted plus monthly residual from insurance and investment plans.

Svantaggi

Not for everyone. Need to work very hard to establish a solid book of business for the first 2 years but is very rewarding. Sometimes you book appointments and it would get cancelled so need to be patient and persistent.

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5,0
28 ott 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Work Life Balance, Salary, Benefits

Svantaggi

Communication channels are ineffective at times.

2,0
30 mag 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Holidays off, okay pay, cross train in other areas that are needed

Svantaggi

Managers, doesn’t keep advancement promises, always mentioning room for growth but when the opportunity presents itself they have an excuse for why right now is not a good time to move. Adds training for other departments that are short staffed but don’t compensate for all the different departments calls you are taking. Trying to take PTO is a pain, there are plenty employees so there should be no issues with taking time off

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