Sun Life Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 68 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Sun Life.
Sun Life
Financial Advisor
Entry Average Neutral experience No offer 5 rounds
Interview process
Recruiter call Technical screen Presentation Background check Offer
Interview formats
Behavioral Technical Presentation
The interview process is quite fast and straightforward. However, the hiring managers often forget to mention crucial details about how the pre-contract system works, including the possibility that you might not be eligible for the role if you don't meet a certain sales target for products during the specified period.
Confirmed questions2 questions
- Could you share your motivations for seeking this particular role?
- Please describe your previous experience in finance and sales.
Sun Life
Financial Advisor
Mid Average Positive experience No offer 4 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite
Interview formats
Behavioral Technical Presentation
So, first, they want you to introduce yourself, talk about your background, experience, and career goals. Then, they asked about my sales experience, key achievements, and how I build client relationships. After that, it was about insurance knowledge, like what experience I have with insurance products and services, and how I'd explain insurance benefits to clients. Lastly, they asked about building and maintaining a professional network and strategies for expanding connections and finding business opportunities.
Confirmed questions1 question
- Can you tell us about a time you navigated a sales negotiation with a client?
Sun Life
Financial Advisor
Mid Average Positive experience No offer 3 rounds
Interview process
Recruiter call Technical screen Onsite
Interview formats
Behavioral Technical
It was a fast and constructive process, and they were flexible with scheduling and had interesting communication. I got positive feedback for my financial acumen, strategic insights, and how I explain complex financial stuff clearly. They also liked my teamwork, problem-solving, and proactive attitude.
Confirmed questions1 question
- Can you discuss your prior experience in finance?
Sun Life Finance Consultant Interview Questions
Quoted word for word from Sun Life interview reports.
“How many people from your friends list can you contact?”
Read reports →“Can you list 100 people you know along with their phone numbers?”
Read reports →“Who are 100 people you could sell insurance to?”
Read reports →“How many contacts do you have in the local area?”
Read reports →“What are the responsibilities of a financial advisor in your opinion?”
Read report →“Would you rather have a job with a stable but average salary, or one with a variable income that has no upper or lower limits?”
Read report →“Could you provide the telephone number of a client you are targeting?”
Read report →“About how many people you know could you sell life insurance to?”
Read report →“If you could relive the last five years, what actions would you alter?”
Read report →Formats, difficulty and experience
Across all 68 Sun Life interview reports.