As more and more Filipinos turn to the online media to obtain information and perform important financial transactions, Sun Life Financial Philippines continues to explore ways to leverage the power of digital to be of better service to its existing and prospective clients.
To kick off the observation of its Financial Independence Month this year, the country’s No. 1 insurer (based on latest data from the Insurance Commission) launched its Perfect Match campaign. This time, Sun Life aims to educate local consumers on choosing the right financial advisor who will guide them in achieving their personal finance goals.
The campaign is anchored on the newest feature of the company’s website—Advisor Match, which facilitates fast and convenient matching of online users and the most ideal Sun Life financial advisor through several clicks.
Keeping the human connection
“If there’s one thing we know, it’s that in our business, human connection remains absolutely necessary,” said Sun Life of Canada (Philippines), Inc. President and Chief Agency Distribution Officer Alexander Narciso. “The tools we create make certain processes easier but understanding a client’s story—his dreams and his challenges—can only be performed by our very own agents.”
To better illustrate the importance of getting a perfect match, Sun Life has also launched ‘My Dream Advisor,’ a series of online videos inspired by dating game shows that became popular in the 1990s. The idea is obviously to lighten the usually challenging journey that consumers take when seeking a reliable financial advisor in a vast marketplace. You can watch the videos here:
Finding the right financial advisor shouldn’t be this hard. Find yours now at bit.ly/sunlifeperfectmatch.
Posted by Sun Life Financial Philippines on Friday, June 1, 2018
Simplifying the matching process
“We are happy to share that we are now empowering Filipinos to choose their very own Sun Life Advisor with just a click of a button,” said Sun Life Philippines Chief Marketing Officer Mylene Lopa. “With the Advisor Match, they can be assured of finding competent and committed financial advisors to help them achieve their financial goals.”
Advisor Match is the newest addition to the current roster of tools that can be accessed through Sun Life’s website—including Inflation Calculator, Expense Calculator, Money4Life Planner, Life Insurance Calculator, and Investment Calculator.
Since its addition to the site in November 2017, Advisor Match has already generated over 12,000 clicks or leads, with a conversion rate (or actual sign-up rate) of about 10% to 20%. Currently, about 75 dual advisors (advisors who offer both life insurance and mutual fund investment products) from across the country are available through the online service. More advisors would be listed online in the coming days.
How it works
To use this online tool, simply visit Sun Life’s official website to find the Advisor Match tab. You can also directly go to advisormatch.sunlife.com.ph. Upon reaching the landing page of the service, enter your location to generate a list of advisors within or near your area. Each advisor profile contains a brief description of the advisor’s credentials and how they can extend help.
Your chosen advisor will then reach out to you (by phone or email) within a few minutes or hours to initiate the communication process. You can make inquiries or directly buy insurance or investment products through the same advisor.