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    Financial Services Consultant- Wealth, Client Services Centre - Toronto, Canada - Sun Life

    Sun Life
    Sun Life Toronto, Canada

    2 weeks ago

    Default job background
    Full time
    Description

    Job Description

    :

    At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant- 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 will you bring:

  • Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.
  • Minimum of 2-3 years of sales / service experience is required.
  • Completion or 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
  • Strong listening skills and the ability to ask probing questions to understand needs
  • Self motivated and have the ability to work independently
  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.

    • Schedule:

  • Our Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m.
  • Employees are scheduled for a consistent shift three out of four weeks

    • Why Sun Life :

  • 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:

  • Medical, dental, life, critical illness, and disability insurance
  • Lumino Health Virtual Care
  • Robust defined contribution pension plan
  • Stock Ownership and Savings Programs
  • Tuition assistance
  • Licensing fees covered
  • Career growth and professional development opportunities
  • Dynamic team environment and coaching from Managers
  • Hybrid work environment

    • Mandatory requirements:

  • Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)
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