Financial Services Consultant- Wealth

Job Description

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Location: This role is hybrid (minimum once per week in office, downtown Montreal)

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant (FSC); Wealth, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs.

What will you do?

• Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life.

• Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance.

• Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.

• Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.

• Contribute to sales targets by meeting or exceeding objectives.

What you need to succeed:

• Valid and active Life Insurance License (LLQP)

• Minimum of 2 -3 years of financial services / sales experience is preferred.

• Completion of a college or university degree or equivalent related experience

• Strong interpersonal and communication skills (verbal and written)

• Ability to quickly build rapport and relationships with clients over the phone / video conferencing

• Effective listening skills and the ability to ask probing questions to understand needs

• Self motivated and have the ability to work independently

• Experience selling insurance products over the phone is an asset

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

Why join Sun Life:

• Flexibility of hybrid work environment

• A focus on the mental, physical and financial health and wellbeing of our Employees; helping you to bring your best self to work.

• Competitive base salary with a quarterly bonus based on sales results.

• Rewards and Recognitions program which celebrates performance excellence.

• Comprehensive flexible benefits program including:

  Stock ownership and Savings programs

  Medical, dental, life, critical illness and disability insurance

  Lumino Health Virtual Care

  Tuition assistance

  Licensing fees covered

  Career growth and professional development opportunities.

  Dynamic team environment and coaching from Managers.