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Stories from our workforce
Many of our employees choose to grow with the company over the years. We asked some of them what makes them stay.
Where job opportunities are limitless in our generation today, Leo Ona, a microbiologist, became one of Sun Life Grepa’s young Financial Advisors.
Leo, currently working as a Food Specialist, shares his learnings on being a part-time Financial Advisor. “This job is new to me, and it made me step out of my comfort zone. Starting this career was no easy task yet this career has given me opportunities to work with a variety of interesting clients. It made me improve and stretch my potential as an individual.”
His advice to other aspiring Financial Advisors is “we are educators, and we need to gain our clients’ trust from beginning to end to have a good relationship with them. Remember that the success of our clients is also our success as financial advisors.”
Leo Ona
Financial Advisor
As an entrepreneur, Marichelle was looking for a way to fund her business when she came upon the opportunity to become a Financial Advisor.
“It all started when my friend who was a Financial Advisor, invited me to try taking on the role. I was convinced when I saw how noble the career of a Financial Advisor is. You influence a person’s life and secure their loved ones’ future and at the same time have the potential to earn so much for yourself. It offers immense opportunities for growth and allows you to broaden your financial knowledge.”
Her advice to other aspiring Financial Advisors is “to be a Financial Advisor with a heart. Continue to learn, expand your skill set and most importantly love your work.”
Marichelle Tugaoen
Financial Advisor
Climbing the corporate career ladder was the ultimate plan of Venus Montenegro. “I had a steady routine at home and at work. I was not interested in anything else at that time,” says Venus.
Time came when Venus felt the need for work-life harmony. “After resigning from my desk job, I finally joined my mother at Sun Life Grepa. There I found work worth my while and an opportunity to enjoy quality time with my young family while helping others build better lives for themselves.”
In her 5 years as a Senior Agency Manager, Venus has learned many lessons. “Among other things, I have learned that it takes several discussions before a prospective client understands the value of life coverage and preparing for the future. I’ve also encouraged my team to have the same level of passion and urgency in safeguarding the needs of clients. In having this balanced outlook, I am happy to be part of creating a mindset and culture that help my fellow Filipinos and their loved ones become more financially secured.”
Venus Montenegro
Financial Advisor
The calling to become a Financial Advisor did not come easy for Susan De Guzman, one of Sun Life Grepa’s top producers.
“I had an accounting degree, and I was about to enter my father’s business, when a family friend invited me to become a financial advisor. It took me 3 years before I took chance. But when I saw that the job was about helping people, I became more enthusiastic about the work. With the support of my agency and the company, I started succeeding.”
Susan shares her best memory as a financial advisor. “I recruited a person, and she asked me to train her. So, I taught her all I knew, and she became one of the company’s top producers too. It was a really proud moment for me.”
Susan De Guzman
Financial Advisor
Financial Advisor Fe Noveno has always extolled the merits of starting one’s financial journey early.
“Whenever I meet young clients, I treat them like my children; I tell them that they have to take advantage of being young and having more years to prepare for life goals. Through them, I am reminded of my beginnings as a financial advisor. I came from Bicol looking for work when Grepalife hired me in 1975.”
Since then, Fe has enjoyed the rewards of hard work. “From meeting my first client, a young woman with her first child, I have helped many generations of families. Seeing them flourish has been a source of great inspiration for me.”
Fe Noveno
Financial Advisor
Being a Financial Advisor was not in Fe’s long-term plan before, but the people and opportunities at Sun Life Grepa quickly won her over.
“At first, I just wanted to secure my own life insurance coverage from a former co-teacher who happens to be a Sun Life Grepa Financial Advisor. She invited me to attend and listen to a Business Opportunity Presentation. I was supposed to just take the Financial Advisor career as a “trial job” but ended up as my true profession and mission.”
Fe also shared what life is like as a Financial Advisor. “Working as a Financial Advisor provided me with lots of benefits. First, freedom and flexibility. I have been able to work at my own time, at my own pace. Second, there is a strong potential to earn and build one’s finances and third, I was able to help clients plan properly so they can secure a bright future for their families.”
Ma. Fe Regasa
Financial Advisor
“I joined Sun Life Grepa last 2009 and after 8 ½ years, I’m still here! Over the years, I can honestly say that I’m just happy in what I do and I love the people that I work with. It’s truly a place where co-workers feel like family and the office can feel like a second home.”
Ava Francisco
Area Manager
Rafael Cariquez started out as an intern in Sun Life Grepa and has enjoyed steady career growth since then.
“There are many good things about working in this company,” says Cariquez. “Some of the most exciting things include receiving recognition for my hard work and also seeing the world as part of our rewards.”
Since his internship days, he worked his way up the ranks and was eventually promoted to his current role as Senior Bancassurance Sales Officer. “This career progression is one of my proudest moments. The best thing about my work is in helping to build the dreams of different clients from all walks of life and imparting to them the importance of securing their lives as well as that of their loved ones.”
For all career starters, he says, “Enjoy, absorb all the learning, and always believe in yourself. Nothing is impossible under the grace of our Savior.”
Rafael Cariquez
Bancassurance Accounts ManagerBECOME AN EMPLOYEE
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