Retirement Consultant – Virtual

🔥 25 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

• Build meaningful relationships with Group Retirement Savings plan members through proactive outreach • Guide clients through retirement planning conversations, helping them understand their options and feel confident in their decisions • Provide personalized financial advice aligned to each client’s goals, life stage, and needs • Simplifying complex financial choices • Continuously learn, keeping up to date on products, tools, and industry trends

🎯 Requirements

• Minimum of 1-3 years of related sales experience in the financial services industry is preferred. • Valid and active Life Insurance License (LLQP) • Experience in sales or financial services is an asset, but not required. • A natural ability to listen, understand, and guide others • Strong communication and relationship-building skills

🏖️ Benefits

• Medical, dental, life, critical illness and disability insurance • Robust defined contribution pension plan • Matching Stock Ownership and Savings Programs • Tuition assistance and Licensing fees covered • Paid sabbatical leave every 5-year milestone anniversary