Sun Life Financial Mock Interview

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

Question 35 of 35

What do you want your retirement to look like?

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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.

"I want to be living comfortably and working part-time - setting my own schedule and staying active, but being able to take it easy and sit on the porch overlooking a prairie and drinking a lemonade whenever I want. My spouse loves horses, so we'd have horses, too. I'm more of a cat person, but I've seen a lot of fun videos where cats and horses are getting along, so I see no problem there. That's the image I have in my mind of what retirement looks like for me. I feel like I'm pretty set up for that to be our reality. You'll hear nothing but gratitude coming from me."

Kevin Downey

This fun ice-breaker question is still relevant to your profession but is also intended to get you out of interview mode. By getting you to open up, relax, and show a little more of your authentic self, the interviewer will be able to frame your interview performance in the context of who you are. That will help them determine how well you'll get along with their teams and how well you'll function in their unique environment and culture. So open up, be yourself, let them get an idea of who you are, and let your personality shine.

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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

What do you want your retirement to look like?

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?