Financial Services Consultant, Wealth

Role Overview

• Proactively contact existing Sun Life Group Retirement Savings plan members.
• Conduct primarily phone-based consultations to understand clients' goals and needs.
• Recommend appropriate savings, investment, and insurance solutions based on client needs.
• Build meaningful relationships with Group Retirement Savings plan members.
• Stay current on Sun Life products and industry trends.
• Take ownership of sales activity, client follow-up, and results.

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 communicate complex financial information clearly.
• 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.