Financial Services Consultant, Wealth

🔥 14 minutes ago

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Sun Life

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1865

💸 Finance

Finance • Insurance • Wealth Management

Sun Life is a global financial services company headquartered in Toronto, Canada, offering a diverse range of protection, wealth, and health solutions for individuals, businesses, and institutions. The company provides services in insurance, investments, financial advice, and asset management across various regions including North America, Asia, and Europe. Sun Life is committed to sustainability, diversity and inclusion, and creating a positive impact in communities. With a focus on achieving financial security and healthier lives for their clients, Sun Life integrates comprehensive financial solutions and innovative practices to meet the evolving needs of their clientele.

📋 Description

• Proactively contact existing Sun Life Group Retirement Savings plan members to discuss asset retention. • Conduct primarily phone consultations with video meetings as needed, to understand client goals and needs. • Recommend appropriate savings, investment, and insurance solutions based on client needs. • Build meaningful relationships with Group Retirement Savings plan members by delivering professional, personalized advice. • Stay current on Sun Life products, industry trends, and regulatory expectations. • Take ownership of sales activity, client follow-up, and results while contributing to a high-performing team culture.

🎯 Requirements

• Valid and active Life Insurance License (LLQP) or Insurance of Persons License in Quebec (PQAP). • Strong communication skills with the ability to build rapport quickly over the phone and through video. • Experience selling or recommending investment, retirement, or financial products is an asset. • Strong listening skills with the ability to understand client needs and communicate complex financial information. • Self-motivated, goal-oriented mindset with the ability to work independently in a remote environment. • Completion of a college or university degree, or equivalent related experience.

🏖️ Benefits

• Comprehensive flexible benefits program including: Medical, dental, life, critical illness, and disability insurance. • Robust defined contribution pension plan. • Matching Stock Ownership and Savings Programs. • Three weeks of paid vacation to start, increasing with service. • Paid sabbatical leave every five years. • Tuition assistance and licensing fees covered. • Sales incentive plan with industry-leading incentive payout opportunities.