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Sun Life Financial Advisor Jobs (NOW HIRING)

Bankers Life ® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help ...

Bankers Life ® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help ...

Financial Advisor

Sandy, UT · On-site

$72K - $100K/yr

As a Financial Advisor with us, you'll have the opportunity to build meaningful relationships with ... Benefits Annual Base Salary + Commission + Bonus Opportunities Flexible Schedule Life Insurance ...

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Sun Life Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do sun life financial advisor jobs pay per year?

As of Jun 11, 2026, the average yearly pay for sun life financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Sun Life Financial Advisor vs Sun Life Insurance Agent?

AspectSun Life Financial AdvisorSun Life Insurance Agent
CredentialsLicensed to sell a range of financial products, including investments and insuranceTypically licensed to sell insurance products only
Work EnvironmentAdvises clients on comprehensive financial planning, often in an office or client meetingsFocuses primarily on selling insurance policies, often through appointments or direct sales
Employer & Industry UsagePart of financial services firms, offering holistic financial advicePart of insurance companies, focusing on insurance product sales

While both roles involve selling financial products, Sun Life Financial Advisors provide broader financial planning services, including investments, whereas Sun Life Insurance Agents primarily focus on selling insurance policies. The advisor role typically requires a wider range of licenses and offers more comprehensive client advice.

What types of support and training does Sun Life provide to new Financial Advisors as they build their client base?

Sun Life offers comprehensive onboarding programs for new Financial Advisors, including in-depth product training, mentorship from experienced advisors, and access to ongoing professional development. Advisors benefit from marketing resources, digital tools, and regular workshops to help them develop financial planning skills and understand the company's suite of products. Additionally, new advisors often work closely with a team leader or manager who provides guidance and support as they build their client portfolio. This structured support system helps new hires overcome initial challenges and grow their practice with confidence.

What does a Sun Life Financial Advisor do?

A Sun Life Financial Advisor helps clients understand and choose financial products and services that best suit their needs, including insurance, investments, and retirement planning. They meet with clients to assess their financial situation, goals, and risk tolerance, then create personalized plans to help achieve those objectives. Advisors also provide ongoing support, reviews, and adjustments to clients’ plans as their circumstances change. They play a key role in educating clients about financial options and guiding them through important financial decisions.

What are the key skills and qualifications needed to thrive as a Sun Life Financial Advisor, and why are they important?

To thrive as a Sun Life Financial Advisor, you need strong financial knowledge, sales acumen, and typically a post-secondary education, along with a valid life insurance license. Familiarity with Sun Life’s digital planning tools, CRM systems, and financial planning software is crucial for managing client portfolios and compliance. Excellent interpersonal skills, active listening, and relationship-building abilities help advisors connect with clients and understand their unique needs. These skills are essential for building trust, delivering sound financial advice, and achieving both client satisfaction and business growth.

Is 200,000 enough to work with a financial advisor?

As a Sun Life Financial Advisor, having $200,000 can be a solid starting point for clients seeking financial planning and investment advice. Financial advisors typically work with clients across a range of assets and income levels, providing tailored strategies to meet individual goals. The suitability of this amount depends on personal financial objectives and the complexity of the client's financial situation.

Is 50,000 enough to work with a financial advisor?

As a Sun Life Financial Advisor, having $50,000 can be a good starting point for clients seeking financial planning or investment services, but the amount needed depends on individual goals and the complexity of their financial situation. Financial advisors often work with clients across a wide range of assets and income levels, providing tailored advice based on specific needs. It is important to discuss your financial goals and resources directly with an advisor to determine appropriate strategies and investments.

How much does a financial advisor at Sun Life make?

A Sun Life Financial Advisor's earnings typically include a base salary plus commissions and bonuses, with total compensation often ranging from $50,000 to $100,000 annually depending on experience, performance, and client base. Successful advisors with strong sales skills and industry certifications can earn higher incomes.

Is Sun Life Financial a good company to work for?

Sun Life Financial offers roles such as Financial Advisor, which typically involve client consultations, sales, and financial planning. The company is known for providing training, licensing support, and a structured environment, but employee experiences can vary based on location and individual performance. Prospective employees should research specific office reviews and role requirements to assess fit.
More about Sun Life Financial Advisor jobs
What states have the most Sun Life Financial Advisor jobs? States with the most job openings for Sun Life Financial Advisor jobs include:
What job categories do people searching Sun Life Financial Advisor jobs look for? The top searched job categories for Sun Life Financial Advisor jobs are:

Senior Data Scientist (Level I)

Sun Life Financial

Milwaukee, WI

$97K - $146K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago


Sun Life Assurance Company of Canada rating

8.6

Company rating: 8.6 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

73rd of 260 rated insurance


Job description

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

Job Description:

This role will provide advanced analytics expertise within the Business Analytics function that applies the power of data with machine learning to improve business outcomes across the Health and Risk Solutions business. This team is expected to work closely with the other teams across the organization, including functional teams and the analytic agile squads supporting AI use cases within various business domains. This position reports to the Director of Advanced Analytics Transformation within the Health and Risk Solutions business. Responsibilities include development and monitoring of predictive model and AI solutions to support our pricing, underwriting, claim forecasting, and clinical review processes. Additional responsibilities may include applying machine learning techniques to streamline and automate aspects of these processes, mentoring junior team members, and promoting a culture of data-driven risk-based decisions.

How will you contribute?

  • Independently apply data science techniques to solve business problems across various analytical areas, including exploratory data analysis, feature engineering, predictive modeling, and visualization
  • Develop, validate, and maintain high-quality, robust predictive models and AI solutions that meet business and technical requirements
  • Utilize multiple sources of data, including structured and unstructured data, along with a variety of machine learning techniques to improve model performance and interpretability
  • Write clean, modular, and well-documented code that can be deployed and maintained in production, while providing technical guidance and code reviews for junior team members.
  • Interpret data and model outputs to generate clear actionable insights and recommendations that influence business decisions.

What will be needed to succeed?

  • Strong knowledge of statistical and machine learning framework, with a deep conceptual understanding of time series mythologies and forecasting techniques
  • Proficiency in Python and SQL for data manipulation, modeling, and automation

Strong problem-solving skills and effective communication, with an ability to explain complex technical concepts to a non-technical audience

  • Ability to turn proof-of-concept model into production-ready code and reproducible workflows
  • Commitment to data compliance, model governance and security protocols
  • Strong business acumen to understand why and how the work we do will impact our business stakeholders
  • BS/MS in a statistical, mathematical, or technical field (e.g., computer science, actuarial science)
  • 3+ years of experience in developing and implementing data science techniques

What will be nice to have?

  • Experience with actuarial/pricing, underwriting or related concepts utilized in the health insurance field Demonstrated academic or industry experience with generative AI including prompt engineering, RAG workflows and integrating LLMs into business process
  • Familiarity with MLOps practices, including model deployment, monitoring, and lifecycle management

About us:

Sun Life Financial is a leading provider of employee benefits in the U.S., helping Clients achieve lifetime financial security and live healthier lives. See how at https://www.youtube.com/user/SunLifeFinancialUS

The company has a stated strategic focus on leveraging data and insights to enhance our Clients' experience and drive business growth.

Join our talented, diverse workforce and cultivate a rewarding career. Visit us at www.sunlife.com/us to learn more.

Salary Range: $97,400 - $146,100
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.comto request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category:

Advanced Analytics

Posting End Date:

31/07/2026

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