Financial Services Consultant, Client Relationship - Montréal, Canada - Sun Life

Sun Life
Sun Life
Verified Company
Montréal, Canada

1 week ago

Sophia Lee

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Sophia Lee

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Description
You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self.

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.

Your leaders will inspire and help you reach your potential and soar to new heights.

Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.


Schedule:
Need to be available from 8h00 am to 8h pm

  • Rotational shift.
At Sun Life, our clients are at the centre of everything we do.

As a licensed
Financial Services Consultant 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 Relationship team within Client Solutions, you will support Sun Life clients with their saving and insurance needs by speaking with them over the phone and providing amazing service & recommendations that meet their needs.


Description of role:


  • Proactively call new and existing Sun Life members that have a Group Retirement Savings plan & Group Insurance Benefit plan and to establish a relationship where the objective is to educate members on their benefits, provide a service where you will assist with product enrolment, while supporting any account changes.
  • Consult with clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance.
  • Partner with clients to be 'retirement ready' through the use of planning tools. Ensure all clients maintain an updated plan in order to achieve personal goals.
  • Provide investment advice to clients, through consultation related to their financial needs, including savings, and retirement income.
  • Review portfolio investments, product options, savings goals, and assist with asset consolidation.
  • Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance.
  • Contribute to sales and service targets by demonstrating to clients the value of their benefits available to them through their employer plans and assist with payroll deduction set ups, lump sum contributions and asset consolidation.
  • Support clients specific to In-Plan Group Retirement Services & Group Benefits campaigns to help maximize optional wealth and protection products available to them through their employer plans and additional supplemental plans available through Sun Life if applicable.

Note:
This role does NOT require any prospecting of new clients or cold calling. You will be interacting with existing clients of Sun Life.


Requirements:


  • A passion for building relationships and creating amazing client experiences
  • Experience with selling and supporting clients with investment, savings products
  • Bilingualism (French, English) required
- interactions with English-speaking customers or partners

  • Strong interpersonal and communication skills (verbal and written)
  • Ability to quickly build rapport and relationships with clients over the phone or video conferencing
  • Strong listening skills and the ability to ask probing questions to understand needs
  • Possess an owner's mindset in order to build strong client experiences and loyalty, while contributing within a fastpaced evolving team
  • Ability to be agile and effectively manage changing priorities or processes
  • Self motivated and have the ability to work independently

Licenses - required:


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

Why join 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
  • Possibility to work from home
  • Competitive salary with annual bonus
  • Rewards and Recognition 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
  • 3 weeks paid vacation to start which increases with service
  • Tuition assistance
  • Licensing fees covered
  • Career growth and professional development opportunities
LI-Remote


At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work.

Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.


Salary Range:

51,700/ ,800/83 800


Job Category:

Sales - Client