Practice 35 Sun Life Financial interview questions covering client service, risk assessment, and financial products.
Question 10 of 35
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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.
Sometimes a career-minded professional will strive to progress and take on too much responsibility with the desire to overachieve. However, this can often result in over-promising and under-delivering. It is rarely sustainable and can lead to increased stress, delivering a poor experience, job dissatisfaction, and burnout. These can then lead to an off-balance work/life. When answering questions like this, frame your accomplishments in a realistic light. Be sincere and confident in what you can achieve. Quality holds more value than quantity. So disclose to the interviewer the size of your current or most recent insurance portfolio while setting appropriate expectations. Assure them that you can handle the volume required of you should you be offered the position.

Kimberly is a freelance writer and editor with a decade of experience in the education field, including her time as a pre-kindergarten teacher.
"With my current company, I have a portfolio of 55M, which I grew from 15M when I first started. I am comfortable with this volume but can certainly handle more if required. May I ask what the average Insurance agent's book of business looks like with Sun Life Financial Inc.?"

Kimberly is a freelance writer and editor with a decade of experience in the education field, including her time as a pre-kindergarten teacher.
"My most recent portfolio was smaller than I would have liked, which is why I am seeking a new opportunity. I would prefer an active portfolio in the 25-30 million range."
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Written by Kevin Downey
35 Questions & Answers • Sun Life Financial Inc.

By Kevin

By Kevin