Sun Life Financial Mock Interview

Practice 35 Sun Life Financial interview questions covering client service, risk assessment, and financial products.

Question 1 of 35

Tell me about your relevant educational experience and how it prepared you for a career with Sun Life Financial.

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Kevin Downey has an extensive background in business management, recruiting, branding and marketing. He's volunteered his career coaching services at job fairs, lecturing on interview techniques and crafting winning resumes and cover letters.

Your resume and cover letter got you this far. Now it's time to go deeper, and your interviewer would like to know more about the knowledge you gained and the experiences you had throughout your post-secondary studies. They want to explore what you learned along the way and how those character-building experiences helped define your professionalism and narrowed the direction of your career path. They want to know how what you learn will be applied here and what value it will lend to Sun Life Financial. Showcase the transferable knowledge you gained and how you are prepared to apply that knowledge.

Kimberly Hallman

Kimberly is a freelance writer and editor with a decade of experience in the education field, including her time as a pre-kindergarten teacher.

"I will apply every valuable piece of knowledge gained from my Bachelor of Business Administration Degree to my work with Sun Life Financial Inc. My University experience was a positive one. I was able to apply myself wholeheartedly and graduate at the top of my class. In addition to the knowledge gained, I also developed strong organizational skills and a keen ability to multitask - additional skills that I look forward to bringing to Sun Life Financial Inc."

Kimberly Hallman

Kimberly is a freelance writer and editor with a decade of experience in the education field, including her time as a pre-kindergarten teacher.

"Although I do not bring industry-specific post-secondary education, I have completed some coursework that would be transferable to this role with Sun Life Financial. These courses include business administration, portfolio management, and organizational behavior."

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Anonymous Answer

My post-secondary experience has given me the technical knowledge of accounting as well as transferable skills such as time management, ability to prioritize, and communication skills. These skills are crucial to this role because these are the fundamental skills of being in a management position in financial reporting.

Rachelle's Feedback

Good answer! I tweaked your final sentence as it repeats itself.

"My post-secondary experience has given me the technical knowledge of accounting as well as transferable skills such as exceptional time management, the ability to prioritize, and sound communication skills. These are all skills critical to being successful in a manager of financial reporting role."

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35Sun Life Financial Inc. Interview Questions & Answers

Experience

1.Tell me about your relevant educational experience and how it prepared you for a career with Sun Life Financial.

Job Satisfaction

2.Do you prefer working within a predetermined set of rules or a more unrestrained creative work?

Competency

3.Have you been accredited any insurance-related certifications or licenses?

Behavioral

4.Would you rather work face-to-face with our insurance clients or behind the scenes in a research and analysis oriented role?

Career Goals

5.What do you envision your role looking like at Sun Life Financial five years from now?

Experience

6.Do you prefer to work with clients on their life insurance needs or financial management needs? Why?

Experience

7.How do you stay up to date on the latest industry related changes, developments, and breaking news?

Experience

8.How do you feel the pandemic has affected the Insurance industry?

Experience

9.Since you began your career, what do you feel has been the most significant change to the insurance industry?

Experience

10.In your most recent position, what was the size of your client portfolio? How manageable was that for you to handle?

Communication

11.Insurance contracts can be detailed and lengthy. How do you go about breaking down your clients' insurance contracts to them?

Career Goals

12.Within Sun Life Financial, many of our positions require a Bachelor's or Master's Degree. Have you considered furthering your education in order to advance your career?

Behavioral

13.How can we motivate you on the job?

Experience

14.What experience do you have working in a cross-functional environment?

Problem Solving

15.Tell me about a time you had to respond quickly to a sudden change.

Job Satisfaction

16.What work environment most fosters your productivity?

Communication

17.How would you rate your communication skills, and what areas of communication are you most skilled in?

Communication

18.Tell me about an error or mistake you made involving a communication breakdown.

Compatibility

19.What do you know about our culture at Sun Life Financial?

Customer Service

20.How would you describe your relationship with your customers or client base?

Leadership

21.What leadership qualities do you possess?

Behavioral

22.How do you respond to feedback when you receive it?

Job Satisfaction

23.What causes you to feel dissatisfied with your job?

Situational

24.Would you say honesty is always the best approach?

Situational

25.Give me an example where you displayed integrity at work.

Salary

26.What are your salary expectations?

Salary

27.Do you feel performance should be rewarded over tenure?

Competency

28.How often do you take work home with you?

Experience

29.Do you prefer to work in a more regimented environment, or do you prefer to feel more like you are your own boss?

Stress

30.How do you manage stressful situations when they arise?

Career Goals

31.Why do you want to work at Sun Life Financial?

Teamwork

32.Have you ever had difficulty getting along with a coworker? If yes, how did you resolve your personal differences?

Teamwork

33.Do you have any experience with team building?

Behavioral

34.Tell me about yourself.

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Sun Life Financial Mock Interview

Tell me about your relevant educational experience and how it prepared you for a career with Sun Life Financial.

35Sun Life Financial Inc. Interview Questions & Answers

1.Tell me about your relevant educational experience and how it prepared you for a career with Sun Life Financial.

2.Do you prefer working within a predetermined set of rules or a more unrestrained creative work?

3.Have you been accredited any insurance-related certifications or licenses?

4.Would you rather work face-to-face with our insurance clients or behind the scenes in a research and analysis oriented role?

5.What do you envision your role looking like at Sun Life Financial five years from now?

6.Do you prefer to work with clients on their life insurance needs or financial management needs? Why?

7.How do you stay up to date on the latest industry related changes, developments, and breaking news?

8.How do you feel the pandemic has affected the Insurance industry?

9.Since you began your career, what do you feel has been the most significant change to the insurance industry?

10.In your most recent position, what was the size of your client portfolio? How manageable was that for you to handle?

11.Insurance contracts can be detailed and lengthy. How do you go about breaking down your clients' insurance contracts to them?

12.Within Sun Life Financial, many of our positions require a Bachelor's or Master's Degree. Have you considered furthering your education in order to advance your career?

13.How can we motivate you on the job?

14.What experience do you have working in a cross-functional environment?

15.Tell me about a time you had to respond quickly to a sudden change.

16.What work environment most fosters your productivity?

17.How would you rate your communication skills, and what areas of communication are you most skilled in?

18.Tell me about an error or mistake you made involving a communication breakdown.

19.What do you know about our culture at Sun Life Financial?

20.How would you describe your relationship with your customers or client base?

21.What leadership qualities do you possess?

22.How do you respond to feedback when you receive it?

23.What causes you to feel dissatisfied with your job?

24.Would you say honesty is always the best approach?

25.Give me an example where you displayed integrity at work.

26.What are your salary expectations?

27.Do you feel performance should be rewarded over tenure?

28.How often do you take work home with you?

29.Do you prefer to work in a more regimented environment, or do you prefer to feel more like you are your own boss?

30.How do you manage stressful situations when they arise?

31.Why do you want to work at Sun Life Financial?

32.Have you ever had difficulty getting along with a coworker? If yes, how did you resolve your personal differences?

33.Do you have any experience with team building?

34.Tell me about yourself.

35.What do you want your retirement to look like?