Kyle Gillis says he is super excited to see his new career falling nicely into place after an employer contacted him through WorkPEI.ca.
WorkPEI.ca makes it easier for employers to source talent and for job seekers to be more aware of positions available on PEI. One feature is the Online Resumé. Job seekers can copy and paste their existing resumé into an online form. Employers can then search resumés to find individuals that match their requirements.
After graduating with a Business Administration degree from UPEI, Kyle used the site to get a job, but the help did not stop there. “I forgot that my profile was still on the site. Another employer contacted me, which has led to a very exciting but unexpected career path.
“When Sun Life Financial contacted me, I wasn’t looking for work. They had seen my profile on WorkPEI.ca and thought I would be a good match. However, I happened to be at a point where the company I was working for was not moving along as fast as I thought it might, and I couldn’t see a long-term future. So I was interested in learning more about a career in finance.”
“During the interview, I told them I didn’t think finance was my strong suit. The Sun Life managers who interviewed me said they were impressed by my sales experience and said my personality matched the job requirements. They saw me as a great communicator, community minded, outgoing, with the ability to connect well with people and establish great relationships.”
“We offer insurance and investment products and help clients achieve their financial goals and stick to a plan,” says Greg Fox, Financial Centre Manager.
“The Financial Advisor role is diverse and the individual must be willing to build a business and build relationships with clientele.
“We have very successful Advisors who come from a variety of backgrounds. It’s more about an individual’s personality. Financial knowledge can develop through training, but we can’t create the right personality.”
Kyle admits that he would not have considered this career if they hadn’t sought him out. “I have learned that it is not all about what we studied in university. How well we can adapt, work with others, and network is also very important in the business world.
“I have previous experience working with point-of-sale, sponsorship driven sales, and advertising sales. I just didn’t realize that my background and character would make me a candidate for working with Sun Life. But after the interview, I thought it could happen.
“At the second interview, they gave me more information on the realities of the field. I heard how others made their way to a very promising career. It is commission-based, but if you perform well and develop a clientele, you can have a very satisfying and rewarding career.”
Kyle started the process with an entrance exam, which normally takes eight weeks to prepare for. He did it in about half the time. “The results of the exam were better than I expected, which is further affirmation that I made a good choice.
“Now I am in the pre-contract stage. Every time I meet with a potential client, one of the two head managers for PEI goes with me. At this point, I am an observer.
“But I am beginning to get involved in the conversation and contribute. My knowledge base is increasing every day, and it is going really well.”
Kyle says the company has an amazing system to help build his pay scale and offers a safety net during the initial years in the business.
“It is very well set up to help new people get through the early stages. I also have access to other people in the company who specialize in certain areas that I will need to know about as I work with individual and corporate clients.
“They help us set up a budget that includes business and personal expenses. My expectation in the first year is to cover my expenses and also begin investing towards my short and long-term goals.
“The company supports us with a structure to get to a level where we go beyond living pay cheque to pay cheque to a financially rewarding career.”
For more information about Sun Life Financial, call 902-894-8513. Visit www.sunlife.ca/ca/careers.