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Financial Advisor Form

Get a full picture of each candidate interested in becoming a financial advisor, covering personal profile, work situation, earnings, and readiness for the role. Screen prospects with the key facts from the very first touchpoint.

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In the Claude connectors directory

Personal details

Full Name*

First Name

Last Name

Age*

Gender*

Marital Status*

Full Address*

Mobile Number*

Name on Facebook*

E-mail*

Employment situation

Educational Attainment*

High school Vocational College graduate Postgraduate

Select the one that reflects your situation*

Employed full-time Employed part-time Self-employed Unemployed Student Homemaker

If unemployed, how many months have you been unemployed?*

Not applicable Under 3 months 3 to 6 months 6 to 12 months Over 12 months

What is your current job title?*

Number of years in job*

How much is your personal monthly earnings?*

Below 15,000 15,000 to 30,000 30,000 to 50,000 Above 50,000

What is the longest period you worked full time for one organization or in self-employment?*

Under 1 year 1 to 3 years 3 to 5 years 5 to 10 years Over 10 years

How many hours a week do you currently work? (If unemployed or part-time, use your last full-time position)*

Under 20 20 to 30 30 to 40 Over 40

Outside of any group plan, how much life insurance do you currently own?*

None Under 500,000 500,000 to 1 million Over 1 million

Others perceive me as a very hard worker*

Strongly agree Agree Neutral Disagree

About the role

Do you have experience in selling? If yes, what did you do and what was the end result?*

What do you know about Sun Life?*

What are your major aspirations in life? List at least three*

Are you willing to undergo training to become an FA?*

Yes No I need more details

Do you know that this job is commission-based?*

Yes No I'd like clarification

Work-from-home gadgets on hand?*

Laptop Smartphone Stable internet Headset None

Thank you for applying

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