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.

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.

Flexible Benefits from the day you join to meet the needs of you and your family.
Pension, stock and savings programs to help build and enhance your future financial security.

Financial Services Consultant

Key skills