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Sun Life Québec
Bilingual Retirement Consultant at Sun LifeSun Life Québec • Montreal (administrative region), QC, Canada
Bilingual Retirement Consultant at Sun Life

Bilingual Retirement Consultant at Sun Life

Sun Life Québec • Montreal (administrative region), QC, Canada
13 days ago
Job type
  • Full-time
Job description
Empower clients as a Bilingual Retirement Consultant at Sun Life, balancing financial guidance with sales expertise. This hybrid role will enhance your impact while nurturing long-term client relationships. As a key member of the Client Solutions team, you will support Sun Life clients through personalized financial consultations. Your bilingual abilities in English and French will help you connect with diverse clients, uncovering their retirement goals and educating them on tailored solutions. This role eliminates cold calling, allowing you to focus exclusively on existing clients. Key Responsibilities: • Build relationships through proactive client conversations • Recommend retirement and wealth solutions based on needs • Support clients in retirement planning discussions • Deliver a consultative sales experience that builds trust • Stay informed on industry trends and products Requirements: • Active Life Insurance License (LLQP) or PQAP license • Bilingual in French and English, both spoken and written • 1-3 years sales experience in financial services • Strong communication and relationship-building skills • Motivated with strong organizational abilities Make a lasting difference in clients' financial lives while achieving your sales goals in this rewarding role. #J-18808-Ljbffr
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Bilingual Retirement Consultant at Sun Life • Montreal (administrative region), QC, Canada

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