Tell me about yourself.

"I grew up in Oklahoma City. As soon as I was legally able to, I got a job working in my grandpa's insurance office doing clerical work and data entry. By the time I turned 18, they promoted me to administrative assistant. I took a gap year before I went to college. I've always had a strong work ethic. During my four years of college, I repeated my success in high school, graduating with a 4.0-grade point average. As you can see on my resume, I worked at my last firm for eight years, and they suffered some major cutbacks. A lot of folks lost their job, but not me. Yet there were no real career advancement opportunities left, which is what me here today."

Before the interview, compose a short description of your life related to the position. Include where you were born, a blurb about your parents and upbringing, any relevant educational and professional achievements, and what led you to this interview today. Practice it, and try to deliver it in a relaxed, confident, and relatable manner.

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

"I am more of an analyst type and prefer to be in the background, making the numbers happen. With that said, I am still a people person and would always put my best face forward in any customer-facing situation."

Your interviewer is curious whether you are an extrovert or introvert and what environment will offer you greater job satisfaction. Your answer will help them discern how well you would thrive in this position and their environment. It will also help them determine where to promote your strengths - in an analytical and solitary environment or a more interpersonal and collaborative setting. Try not to lean too hard one way or the other unless it is true, which it rarely is. Ideally, it's best to strike a balance between both spheres, as adaptability and flexibility are often viewed as desirable assets in a candidate. Put self-evaluative thought into your answer rather than trying to hurry through it. Talk to the interviewer about your preference around number crunching versus customer engagement and team collaboration.

"I am more of a face-to-face communicator. I love being in the buzz of it all and thrive in customer-facing situations. I am also able to work in the background when needed."

How do you respond to feedback when you receive it?

"Even though it can be difficult to hear criticism, I always pause before I respond and take time to think about it first. If it catches me by surprise, I usually ask if my superior can clarify or explain. I want to grow and improve, so the more specific my supervisor can be, the more helpful it is."

This question aims to reveal your emotional intelligence. The very phrasing of this question can trip people up. Keep a level head throughout the interview, especially when the question is emotionally confusing. Receiving feedback can be challenging in its own right, especially in how the feedback is delivered. A person might give feedback from an emotional state. Other times, the feedback may not be communicated functionally. How you interpret the feedback and what you learn from it is at the heart of this question. Do you objectify the situation while governing your emotional response and evaluate what can be gained from the learning experience, or do you take it as a personal affront and grow defensive? A career-minded professional adapts and learns how to apply that information to grow and continue to evolve. You can't always predict what they say or how you feel, but you can learn how to master your feelings and choose how to respond.

"I love receiving feedback from my employer because the feedback allows me to understand where I need to improve."

How can we motivate you on the job?

"I am an over-achiever and find that the best way to be recognized for a job well done is through words of kindness and recognition. I am easily encouraged, and the best reward is to know that my hard work is noticed."

Interviewers often ask multiple questions to get the same information through different approaches. So be mindful of how consistent your answers remain throughout your interview. How you answer this question will inform them of your motivators and drivers and what you hope to get out of this opportunity. Namely, are you pursuing this opportunity because it is a step toward advancing your career goals and overcoming the goals and milestones you've set out for yourself in your career plan, or were you enticed by the offered pay rate, frequent performance reviews, bonuses, or desirable incentives? When answering this question, consider what they are looking for in their ideal candidates. "Loving your career is how it should be. At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you, and your career, can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Together, we shine brighter."

"I do not particularly love public recognition, so I would say that the best way to recognize me for my accomplishments would be increased responsibilities and continued autonomy."

"The best way to recognize my accomplishments would be verbal acknowledgment, and more importantly, giving me more responsibilities and career advancement."

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

"As you can see on my resume, I have strong tenure with my previous employers. I would love to find a long-term home where I can naturally grow. Over the next five years, I would love to be promoted within Sun Life Financial Inc. as I prove my strengths and abilities."

How you answer this question will offer insights into your ambition, where you want to take your career, and how well your goals align with what they offer. It'll also reveal how familiar you are with them and the position and how your future aligns with the opportunities this position could provide. Assure the interviewer that if you were hired at Sun Life Financial, you see this as a long-term employment opportunity. Customize your five-year plan accordingly. Define how your goals align with the position and career opportunities within Sun Life Financial.

"In five years, I would like to see myself as part of your executive team. I would also like to see the size of my portfolio triple in value from where it is today."

"I see myself progressing within the company in the next five years and growing into an individual who's capable of operating at a senior role such as AVP or VP."

Why do you want to work at Sun Life Financial?

"In all honesty, I want to work here because of the work culture you advertise on your careers page. I'm pretty ambitious with my career goals, but over time, I have gained the wisdom to realize I can't accomplish all of them alone, no matter how self-driven I am. I love what you say on your site: 'When you succeed, we succeed. So we'll make sure you have the information, resources, and support you need to develop your professional and business skills - and advance your career goals.' The way you break that all down sold me on pursuing this opportunity."

The interviewer's goal is to find the candidate who would most complement their teams, share their commitment to their customers, and similarly embrace their values. Therefore, they're testing how your personality fits the role by trying to determine the role this goal played in your pursuit of this position. Make sure you perform your homework on the company and yourself to see how well the two align. Answer with sincerity. Any job can offer you a competitive salary and benefits package. How does Sun Life stand apart?

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?

"I currently have a Bachelor's Degree in Business Administration and have considered completing my MBA through online coursework on the weekends and evenings. If a Masters's Degree is required to reach particular levels with Sun Life Financial Inc, then I am happy to do so."

While it may not be required for all positions, some roles within Sun Life Financial Inc. may require higher post-secondary education. Talk to the interviewer about how this fits into your career goals. Ask clarifying questions surrounding the expectations of the position or the growth from within. But be sure to perform thorough research before your interview, as you don't want to ask any questions you could have answered for yourself. Express your desire to grow your career with them and your openness to expanding your post-secondary education.

"I am always open to additional training and coursework. Since I already have my MBA, I would not return to full-time studies; however, if there is a course you recommend, I would be happy to attend."

"I currently hold a Bachelor's degree with a CPA designation. I've been taking online courses on the side to pursue my interests in other fields such as programming, etc. If a higher degree facilitates my career growth, I would be more than happy to educate myself further."

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

"I understand that insurance policies and contracts can appear complicated to my clients. I will walk them through each section before they sign and use simpler terms and analogies when needed. I have often had clients comment on my ability to relay the information to them in an easy-to-understand method."

This question aims to assess your communication skills and integrity. They are curious about how effectively you convey complex contracts in relatable terms and how thoroughly you walk your clients through them. Your interviewer needs assurances you'll effectively represent their brand and that your communication and customer service skills meet their standard.

"Yes, insurance contracts can be difficult to understand! I do not want to assume that a client is struggling, so I will let them go through the contract at their own pace and then encourage questions through all steps in the process."

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

"I recall one instance where I misread an email from one of my subordinates. The punctuation was incorrect, and I read it in a negative tone rather than a positive one, as it was intended. After a tense conversation, the employee clarified her intention, and I realized I was mistaken. She and I agreed to exercise verbal communication regularly to avoid a similar situation from happening again."

There is an expression that says, 'message sent is the message received.' When delegating, just because you feel you passed the information on what to do, doesn't mean you've successfully relayed how to do the job right, why the job is being done, or the stakes involved. When offering your example, be sure to bookend it with how you observed the situation, what you learned from the experience, and how your communication improved.This question focuses on your communication skills, so ensure your answers are consistent. How you communicate your answer is just as relevant as your example. Avoid using speech crutches, such as 'um,' 'like,' 'you know,' and 'etcetera.' Speak as clearly and concisely as possible while delivering your well-articulated answer.

"A manager once texted me about a client who was not happy with the results of my work. I was upset because I try my best at all times, and I felt that the conversation would have been better in person. The next day, I approached the manager and requested that future communication of that nature be conducted in person rather than by text message. I did apologize for my initial defensive reaction."

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

"I rate my communication skills as a 9/10 as I am not always as clear as I would like to be. My supervisor and co-workers will attest to my clear and concise communication skills. Because I am an open leader, my team will let me know if I need to clarify anything."

Your communication skills can be rated by your writing skills, verbal communication skills, body language, nonverbal cues, and even what you neglect to say. If you're in a supervisory position, and your mood and body language are inconsistent with your words, your staff may misinterpret those cues and take them personally. When discussing your communication skills, touch on your mediation, negotiation, diplomacy, and ability to communicate nondefensively. Share your ability to adapt your communication style to others, your active listening skills, and your ability to mirror, validate, and empathize.

"I will rate myself an eight because I value communication, but, like most people, I have things to learn. I ensure clear communication by utilizing multiple methods of delivering messages and giving ample time for questions before implementing changes."

"My communication skills would be an 8, in my opinion. Usually, I'm very clear about expressing my expectations and explaining things. When I respond quickly, I might not express things as clearly as I wanted it to be. There's always room for growth when it comes to communication skills."

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

"I have researched Sun Life Financial Inc. a great deal and have found that your company maintains a strong focus on a family-based atmosphere, even through your growth model. I appreciate that your company rewards employee dedication through career growth and educational opportunities."

Before your interview, be sure to research the company, their culture, purpose statements, and core values. You'll want to show the interviewer that you are invested in this opportunity and interested in working for them for the right reasons. You should also demonstrate that the company culture in which they take pride was a consideration for you competing for this position.As they state on their website, their core values are Integrity, Engagement, Customer Focus, Value, and Innovation. They have several purpose statements on this page, and it is worth exploring them, especially when answering questions like this.

"Your company has an impressive industry reputation, and I would be thrilled to learn from your leadership team. From my research, I found you are very involved in the community and put a lot of effort into developing your employees."

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

"In 2009, I completed my Certificate in General Insurance through the Insurance Institute of America (IIA). I am currently completing my Associate in Insurance Services (AIS) certificate. Are there any other certificates or licenses required to work in this role?"

If you are looking to further your career with Sun Life and have thoughts on the direction of the career growth opportunities their company presents, you've likely explored which of those require special certification or licensing. Although these requirements may differ, depending on the locale you are working in, you'll want to be ready to present your vision and the steps you're willing to take to succeed in your career pursuits. If you're not certain about the requirements, talk to the interviewer about any additional certifications you may hold, and ask about what it will take to succeed, yet try to answer those questions yourself before asking them.

"I am newer to this industry and recently completed the Insurance Claims Training Course through FEMA. Are there any courses that you suggest I take immediately? I want to be well-prepared for career growth at Sun Life Financial."

How often do you take work home with you?

"I make sure to utilize my work hours very efficiently, so the only time I take my work home is when there is an extremely stringent deadline. I would say that, overall, I take my work home maybe twice per month. It's all about being diligent with your time in the office!"

This question explores how likely you are to burn out on the job. The interview process is a costly affair. If the company is short-staffed, other employees may be stretched thin and overburdened, lowering morale and decreasing productivity. Screening applicants, interviewing, vetting, onboarding, and training are costly. Your interviewer needs to know you can handle your stress and won't bring your issues to work. How you answer this question will offer the interviewer insights into how you cope with stress at work or home. If an employee is stressed in their personal life, it hinders their performance and slows down the entire department, especially when drawing their coworkers into their drama. These elements can increase poor job satisfaction and burnout and contribute to attrition. Even though there are occasions when putting in overtime or taking work home with you can make it seem like you are going the extra mile, doing so habitually might indicate you cannot handle your workload and your work/life balance is off. When talking about how frequently to take your work home, consider these pain points, and frame your answer in the proper context to ensure your message is clear.

"I take my work home with me anytime I feel that a deadline may be close. I would much rather work overtime hours than let a client down."

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

"My customer and client relationships are best described as open and honest. I believe that the more upfront and transparent you are with your clients, the more likely they are to return. I value my clients and nurture those relationships as much as possible."

There are universal approaches to customer service, and then there are the unique mission statements of a brand. This question aims to assess your unique approach, whether you possess the fundamentals of customer service, and how well your approach and philosophy align with theirs. Talk to the interviewer about your approach to your customer and client relationships and how you nurture those relationships to ensure your clients feel valued for their loyalty.When you look at Sun Life's mission statements, you'll find one keyword repeated throughout their website regarding their customer service - 'commitment.' In addition, all of their core values are geared towards their actionable commitments to their clients. "We are committed to the highest standards of business ethics and good governance. We value our diverse, talented workforce and encourage, support, and reward them for contributing to the full extent of their potential. We provide sound financial solutions for our customers and always work with their interests in mind. We pursue operational excellence through our dedicated people, our quality products and services, and our value-based risk management. We deliver value to the customers and shareholders we serve and to the communities in which we operate. We listen to our customers to provide them with a better experience through innovative products and exceptional service."

"My customer and client relationships are most important to me. A happy client will help me achieve my targets and goals. Happy clients offer referrals and give you their business because you have developed trust with them. My client relationships can best be described as valued, nurtured, and well-crafted."

What do you want your retirement to look like?

"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."

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.

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

"I am regularly exposed to cross-functional teamwork in my current position. A cross-functional team project can be very successful when expectations are communicated clearly from the beginning. I go into these projects with an understanding that everyone has their own strengths and limitations based on their expertise and job function."

How effectively you work with the other departments and teams in your company, whether on a macro or micro scale, is a reflection of the company itself. It requires strong communication skills and effective collaboration with a mutual commitment towards a common goal, especially where the mutual commitment is caring for and retaining a customer's brand loyalty. Share your relevant experience in this regard. Exhibit the strength of your communication skills through the measures you took to ensure your cross-functional team collaboration was as functional as possible. It's okay to show pride in your work as long as you remain humble and showcase your expertise and what you learned from the experience. If you haven't much experience in this regard, do your research, and talk up your knowledge while communicating how you look forward to such a career milestone.

"I have worked in a cross-functional setting for many years, primarily with the HR and Accounting departments. Clear communication is key when collaborating with different teams. Clarity in expectations is of huge importance."

"Yes, every audit engagement requires cross-functional collaboration with teams outside audit such as actuaries, tax specialists, and IT specialists. Based on my experience, for a large project to work seamlessly among all teams, it is important to communicate up front and agree on the details and expected results. In the meantime, it is just as crucial to keep an open line of communication and check in with other teams to make sure things are progressing and on track."

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

"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.?"

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.

"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."

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

"The biggest change I have seen in the Insurance industry since my start in 1999 has to do with technology. There are many great mobile trends now, including apps that make information simple and easy to access. It's been incredible to see."

This question is a perfect opportunity to display your passion for and insight into your industry. Discuss with the interviewer your thoughts on changes you've perceived within the Insurance industry and how that has informed and guided you when anticipating trends moving forward. Draw parallels between your career progression and how the industry has evolved. Keep your answer in a positive and conversational tone rather than heavily opinionated.

"I would say that the most significant change to the insurance industry since I joined has been technology and the changes that come with it. The industry has become more competitive because of it. With that said, I encourage the competition because it keeps most people in the industry honest and encourages us all to try harder for our clients."

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

"I feel that globalization has forced many companies to be creative and flexible in their business insurance needs - namely, companies that now have international offices, hire offshore employees, and participate in global trade. It has caused the Insurance industry to think outside of the box and has, in my opinion, created some very thought-provoking challenges."

From paying out on life insurance claims for those who perished during the pandemic to its effects on financial investments, the impacts of the pandemic can be felt across the globe. Share your thoughts on how the pandemic directly affected the insurance industry and your personal experience with how it impacted your career. Discuss with the interviewer how you think it will impact the Insurance industry moving forward, and show that you have your finger on the pulse of the industry.

"I think that globalization has made the insurance industry more competitive, thus creating a greater need for good reviews and customer satisfaction. Customers are better educated, which holds the entire industry more accountable."

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

"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."

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.

"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."

"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."

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

"Although I have more experience in health and life insurance, I understand that Sun Life Financial Inc. offers a variety of services to their clients. The variety and challenge would be welcome at this point in my career."

This question distinguishes your experience and comfort level from your career goals and aspirations. If you are more experienced with one over the other and convey you'd like to keep it that way, the interviewer will assume you have no desire for growth, prefer the status quo, and rarely step outside of your comfort zone.The best approach to answering this question is to offer what you are more experienced in. Then share your career goals and what you are aspiring to. If you are equally qualified to handle either, share your willingness to do whatever it takes to support the team and get the job done. Once you've ably communicated this, feel free to share your personal preferences quantified by your strengths. That will showcase you are flexible and willing to support the team and offers them an opportunity to ensure they provide you with greater job satisfaction.

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

"I am adaptable and can rise to the occasion, whatever the need. I am self-guided in my work, competitive with myself, and hold myself accountable for meeting my own expectations. I have a pretty high standard I adhere to. I'm fine working under supervision as well. Everybody has a job to do, and I'll do my best to support both my team leaders and my team. It's all about keeping your eye on that big picture."

Many positions within this company will lack supervision, and you'll be expected to be self-guided in your work. Describe the standard you hold yourself to and the systems and processes you implement to meet expectations. Talk about the tools and resources you use to plan your work and stay organized. Exhibit strong time management skills. Exhibit your ability to assess the timing, commercial importance, and positive externalities of other priorities. Walk them through how you succeed in either scenario, working with or without supervision.

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

"I find it very exciting to research and study new trends and ideas in the Insurance marketplace. I have a few favorite blogs that I subscribe to. This way, I receive quick updates in my inbox every morning. If I am interested in or need clarification on any topics, I research the concept or trend further."

Being an 'in-the-know' trusted resource within the Insurance industry takes a dedicated concerted effort. How you answer this question will inform the interviewer if you are passionate about your career or if you watch the clock and leave your job at the office. Any company bringing on a new employee wants to know how they will fit into the culture of their brand. Talk to the interviewer about how you stay on top of new developments in the Insurance industry.

"To stay up to date on insurance industry trends, I subscribe to several google alerts. I am also an avid reader who follows industry influencers. With that said, I love to learn about new resources! Which are your favorite methods of staying on top of industry trends?"

What work environment most fosters your productivity?

"I understand that your work environment is very collaborative. I come from a similar environment and found that I could be very productive in a collaborative environment."

This question tests your adaptability, what gives you job satisfaction, and what will cause you to burn out on the job. Remember, when facing similar questions, you want to keep your answer consistent while not sounding redundant by repeating the same answer again and again. The interviewer wants to know if you can be productive in any environment or if there are particular types of environments that you find distracting. Discuss your preferences with the interviewer. Be sure to research the environment offered in this position before the interview.

"I work well in a high-pressure, demanding environment that requires you to work smart and make your mark."

"I am most productive when I'm focused without distractions when I try to understand something, analyzing or solving a problem. Depending on the nature of the project, sometimes it is more productive to brainstorm with a group of people which could bring different perspectives to the table and potentially provide a solution."

What causes you to feel dissatisfied with your job?

"I can feel dissatisfaction on the job when I don't feel heard or when there is no mutual respect among the team members. I work best in more harmonious situations with little drama or gossip."

Attitude is everything. Rather than focusing on the negatives, focus on the positives. Volunteer what you look for in your ideal working environment. Share the motivators and self-drivers that fuel your productivity and make you look forward to coming to work. Then explain that when those elements are absent, it subtracts from your ideal working conditions and creates a less-than-ideal working environment, which makes you less satisfied with your experience.

"I have felt dissatisfied on the job when I feel underpaid and overworked. I don't mind working hard at all, but I don't like to feel as though I'm being taken advantage of."

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

"In the workplace, I naturally lean towards my preference of straightforward rules and expectations. From there, once I am comfortable with my knowledge base, I can start to think outside of the box. So - to answer your question - I would say I bring a healthy balance of both."

This question is nuanced. How you answer will help your interviewer determine if you'll burn out quickly from the more monotonous aspects of the job. It will also tell them if you have a propensity for thinking outside the box and can take a more innovative approach to your work when the need arises. Most organizations prefer to hire candidates who can apply creative thinking when needed but can also follow protocol and guidelines. Assure the interviewer that you can achieve both. If you have a personal preference, that is fine, as it will inform them how to play on your strengths. But flexibility and an ability to step outside of your comfort zone are highly desirable traits.

"I am most comfortable when my creativity is challenged. I like to think of new ways of working and create alternate solutions to scenarios. With that said, I am more than capable of following a predetermined set of rules."

"I have no issues following a predetermined set of rules such as protocols and procedural manuals/checklists. I consider myself a creative thinker when the situation calls for it. When it comes to analysis and problem-solving I tend to be a creative thinker."

What leadership qualities do you possess?

"I feel that I am good at motivating a team. Last year, I motivated my sales team every day, and we ended up being the top sales team in the company for the year!"

The interviewer is curious about your leadership potential and whether working up to a leadership position is part of your career plan. If it isn't, that's fine. However, your basic leadership skills will make you a more desirable candidate. Some leadership skills may seem less obvious but still hold value when answering this question, such as being self-guided in your work, having excellent project management skills, communication skills, time management skills, a high EQ, holding yourself accountable for your actions, taking ownership, and displaying a willingness to coach or mentor others on your teams.

Some great qualities of a leader are:- Being someone who people naturally want to follow - Exceptional interpersonal skills - Strong relationship-building skills - Taking ownership for the team's errors and mistakes - Excelling at motivating others - Providing kudos to your team - Knowing how to select and hire the right people to join the team - Having a vision for the future

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

"I can think quickly on the job and respond well to sudden change. Last week I was asked to tweak a presentation with just 30 minutes' notice. The changes were significant, but luckily I work well under pressure. The presentation went well, and our clients were happy."

From time to time, sudden changes will occur in the workplace that require immediate attention and re-prioritization of the tasks at hand. This requires flexibility, adaptability, and emotional intelligence. Assure the interviewer that you can respond quickly and professionally to sudden changes in the workplace and keep your eye on the big picture while prioritizing the greater need.

"The insurance industry can be quite volatile, so I would suggest that I think quickly in response to change, multiple times per day. When I need to pivot quickly, I do so in a safe and calculated way that can benefit all parties."

"There was a sudden change in the scope of work in my last audit engagement. I responded by assessing what was involved and what the additional procedures were, assessing the additional time and resources required. I came up with a plan of action. I then held a discussion with engagement leadership to discuss the plan and pulled resources required in order to fulfill the engagement on time. The project was completed on time and with quality."

Do you feel performance should be rewarded over tenure?

"I feel that employees should be paid and rewarded based on their performance. A new employee would be greatly motivated through being rewarded for performance, and it encourages healthy competition with tenured employees."

The interviewer wants to know if you feel you should be paid based on tenure or results. Consider how you would rate your skills versus your years of experience. Do you feel you are making leaps and bounds and are way ahead of the curve, or do you feel you are right where you should be? This nuanced question tests your experience level by allowing you to explore this nuance with them. Your answer should demonstrate experience, confidence, and leadership potential. Discuss this with the interviewer and back your answer with an example.

"I feel both performance and experience should be equally rewarded and weighted."

What are your salary expectations?

"Currently, I earn a base salary of $45,000 per year plus a potential 20% annual bonus. Last year, my earnings were $52,000, and I would like to stay in the same range or slightly higher."

This question can come anywhere in the interview, but it more commonly comes towards the end. This question gauges your expectations and self-awareness of how well the interview has gone so far. Be wary of selling yourself short. Don't aim too high, either. Transparency is the best approach. The best way to discuss your salary expectations is to use your current earnings as a baseline. Contrast your current earnings with where you feel you are on your career path to where your ultimate career goals are heading. That should give you a reasonable expectation of what you should ask for. Take into consideration any bonuses or incentives, your commute, retirement packages, and what kind of job market it is. Inquire what kind of benefits they may be offering as well. Be open, realistic, and honest.

"I am currently making $100,000 per year with two bonus opportunities. I am looking for compensation that is aligned with the role and provides an opportunity for growth."

Give me an example where you displayed integrity at work.

"In my last position, I was responsible for the cash deposit every day. There was never a discrepancy in the four years I worked there. I best show my integrity by being a consistently reliable employee."

Integrity is one of Sun Life's core values. "Integrity: We are committed to the highest standards of business ethics and good governance." Explore your core values and how your integrity informs your character. You may have heard the expression, "Your character is defined by what you do when no one is looking." Share an example where you showed integrity on the job, whether you stood up to do the right thing or held yourself accountable for your actions. Display the strength of your character and how it informs you.

"I show integrity at work all of the time. It's essential to consistently show excellence through integrity. In the workplace, I show integrity by keeping my promises, earning and keeping the trust of my colleagues, and avoiding all workplace gossip."

Would you say honesty is always the best approach?

"Sometimes full disclosure can damage someone's self-esteem, and reality isn't always best expressed in full and can be self-indulgent based on the person's intention. In those instances, honesty isn't always the best policy."

Is honesty always the best policy? This question is tricky, as no one is 100% honest, even when they try. But this question isn't about subjectivity or the logistics of honesty. This question aims to evaluate your integrity. Choose your words carefully. Offer that you see great value in transparency while consistently respecting the chain of command and the interests of your clients. Express that you try your best to be as honest with yourself as often as possible, especially when confronted with emotionally confusing situations.

"I feel that honesty is the best policy so long as the honest comment does not come to be hurtful."

How do you manage stressful situations when they arise?

"I have no trouble keeping a level head in a stressful situation. I try to look at that stress as if I had just taken a big gulp of coffee. That caffeine gives you energy, and you want that energy to channel into your productivity. Stress can do the same thing if you look at it the right way. This way, I have the stress, it doesn't have me, and I just put it to work. That stress wasn't invited to the party, and if it is going to crash the party, I'm going to put it to work."

This question aims to determine what kind of situations you find stressful and whether you respond emotionally. Someone who keeps calm under pressure can adapt and maintain their productivity. Someone who allows their emotions to take hold can frequently suffer from project paralysis. Exhibit how you stay calm under pressure. Exemplify emotional maturity by highlighting your ability to take such situations in stride. A positive attitude can go a long way in demonstrating the ability to lead by example and foster a positive work environment.

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

"I've worked with all sorts of people, and some just aren't social. Some can even be untrusting or wary of people they don't know, and shy people tend to shy away from friendly people. I worked with this one person who was nice enough, and they did a good job day in and day out. We got paired up on a project together, and they were a bit evasive and grouchy with me at first. So I gave them space when they seemed to need it. I kept plugging away and would do little extras to help them whenever I could. Eventually, they warmed up to me. I kept scratching their back, and when they scratched mine, I gave them the appreciation they seemed to need. We finished the project early, and I sang their praises, wanting nothing in return. The next thing I knew, this person started treating me like their best friend. And you know what? We're good friends still to this day."

This question is layered. The interviewer wants to understand your team mentality and communication skills and determine whether the challenging co-worker in this scenario was you. How you interpret this question will give your interviewer insight into your outlook on the world. Therefore, you'll want to present yourself as a team player, openly and equally accepting of everyone on your team. Objectify the situation, exhibiting an emotionally mature perspective, and how you navigated this terrain, ultimately leading to a successful resolution. Focus on the positives, such as enhancing camaraderie, team collaboration, diplomacy, and how the overall outcome benefitted the team.

Do you have any experience with team building?

"My experience building teams is limited to structuring the groups our larger team was composed of. Six of us were dedicated to a major project, and I volunteered to be the team leader. So I divided the group into three pairs and assigned those groupings based on everyone's strengths. The project was a success, and we beat our deadline. Other than that, back in college, I started a chess club. There wasn't a club like it, so I decided to create the one club I was interested in joining. It took a lot of effort. My work included defining the club's purpose, creating a constitution, recruiting and assessing interest, electing my club's officers, running our first meeting, and spreading the word. I learned a lot from that experience. I am proud to say the club is still going today."

This question assesses your sense of teamwork and evaluates your leadership potential. Speak to your ability to work with or build a cohesive, high-functioning team. Think about your coaching style and the benefits it offers. The ability to promote the team's strengths is integral to effective leadership. Morale is a great determiner of productivity. An employee with a general sense of accomplishment will be more effective at their job. Treating your teams with dignity and respect and recognizing and rewarding their efforts is paramount. Share your relevant experience, and use the stages of the STAR method to formulate your answer (SITUATION/TASK/ACTION/RESULT).

Sun Life Financial Interview Questions

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1. Tell me about yourself.
2. Would you rather work face-to-face with our insurance clients or behind the scenes in a research and analysis oriented role?
3. How do you respond to feedback when you receive it?
4. How can we motivate you on the job?
5. What do you envision your role looking like at Sun Life Financial five years from now?
6. Why do you want to work at Sun Life Financial?
7. 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?
8. Insurance contracts can be detailed and lengthy. How do you go about breaking down your clients' insurance contracts to them?
9. Tell me about an error or mistake you made involving a communication breakdown.
10. How would you rate your communication skills, and what areas of communication are you most skilled in?
11. What do you know about our culture at Sun Life Financial?
12. Have you been accredited any insurance-related certifications or licenses?
13. How often do you take work home with you?
14. How would you describe your relationship with your customers or client base?
15. What do you want your retirement to look like?
16. What experience do you have working in a cross-functional environment?
17. In your most recent position, what was the size of your client portfolio? How manageable was that for you to handle?
18. Since you began your career, what do you feel has been the most significant change to the insurance industry?
19. How do you feel the pandemic has affected the Insurance industry?
20. Tell me about your relevant educational experience and how it prepared you for a career with Sun Life Financial.
21. Do you prefer to work with clients on their life insurance needs or financial management needs? Why?
22. Do you prefer to work in a more regimented environment, or do you prefer to feel more like you are your own boss?
23. How do you stay up to date on the latest industry related changes, developments, and breaking news?
24. What work environment most fosters your productivity?
25. What causes you to feel dissatisfied with your job?
26. Do you prefer working within a predetermined set of rules or a more unrestrained creative work?
27. What leadership qualities do you possess?
28. Tell me about a time you had to respond quickly to a sudden change.
29. Do you feel performance should be rewarded over tenure?
30. What are your salary expectations?
31. Give me an example where you displayed integrity at work.
32. Would you say honesty is always the best approach?
33. How do you manage stressful situations when they arise?
34. Have you ever had difficulty getting along with a coworker? If yes, how did you resolve your personal differences?
35. Do you have any experience with team building?

Sun Life Financial Interview Questions

1. Tell me about yourself.

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

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

4. How can we motivate you on the job?

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

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

7. 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?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

24. What work environment most fosters your productivity?

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

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

27. What leadership qualities do you possess?

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

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

30. What are your salary expectations?

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

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

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

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

35. Do you have any experience with team building?