Telecommute Salesforce Consultant

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. Discover how you can make a difference in the lives of individuals, families and communities around the world. The Retirement Consultant team takes pride in educating and providing investment advice to group plan members who are approaching or at retirement (including supporting the conversion of their savings/assets to income products). Our Retirement Consultants are salaried advisors, life licensed in all provinces and territories. They are familiar with pension legislation across all Canadian jurisdictions, and are well versed in financial matters including retirement planning, income solutions, investment strategies and products including annuities.
Our Retirement Consultant Team is part of the Client Solutions Centre (CSC) at Sun Life, which is inbound and outbound call centre located in Montreal and Toronto. In addition to working closely with retiring members over the telephone, our Retirement Consultants can expect some travel, where they would conduct in- person client meetings with Retirees at their employer location. 
Assist members with their retirement plan, while reviewing options, and providing clear explanations regarding retirement income products
Make recommendations and finalize retirement product selection, including offering retiree health benefits if appropriate
Ensure members understand the process and theory behind asset allocation, while assisting them with the review of their portfolio
Make specific investment recommendations based on the assessment of members' ability and willingness to bear financial risk
Project income scenarios/illustrations under the various income products (ie: RIF/LIF/Annuity) and ensure members understands the ramifications of each option
Responsible for achieving Retirement and Protection sales targets
Limited travel in Canada could be required to support in-person meetings as part of our University Custom Retirement Strategy
Contribute to the CSC's ongoing success by providing suggestions and recommendations to help improve our client experience and the products and services offered by sharing insights gained by dealing directly with clients
Comprehensive and deep understanding of insurance products, wealth management products, financial markets, retirement options and annuities
Ability to impact and influence the decisions of group plan members to ensure they are choosing the right products, funds and services that match their needs, risk tolerance etc
High sales and a service orientation
Solid ability to organize and prioritize work
Solid Relationship management skills
Effective time and personal management in a Call Centre environment (balancing inbound and outbound calling, and less frequent in- person client meetings)
Attention to detail to generate results while complying with client experience and quality standards
Experience as a financial advisor, consultant or broker, supporting clients within the Wealth industry
Experience with Call Centres or telephone servicing
A valid and active Life License in Ontario (LLQP) or Insurance of person license in Quebec (1a), is a requirement of this role
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.
Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
Being part of our journey in developing the next greatest digital experience
In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.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.
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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
The Retirement Consultant team takes pride in educating and providing investment advice to group plan members who are approaching or at retirement (including supporting the conversion of their savings/assets to income products). Our Retirement Consultants are salaried advisors, life licensed in all provinces and territories. They are familiar with pension legislation across all Canadian jurisdictions, and are well versed in financial matters including retirement planning, income solutions, investment strategies and products including annuities.
Our Retirement Consultant Team is part of the Client Solutions Centre (CSC) at Sun Life, which is inbound and outbound call centre located in Montreal and Toronto. In addition to working closely with retiring members over the telephone, our Retirement Consultants can expect some travel, where they would conduct in- person client meetings with Retirees at their employer location. 
Assist members with their retirement plan, while reviewing options, and providing clear explanations regarding retirement income products
Make recommendations and finalize retirement product selection, including offering retiree health benefits if appropriate
Ensure members understand the process and theory behind asset allocation, while assisting them with the review of their portfolio
Make specific investment recommendations based on the assessment of members' ability and willingness to bear financial risk
Project income scenarios/illustrations under the various income products (ie: RIF/LIF/Annuity) and ensure members understands the ramifications of each option
Responsible for achieving Retirement and Protection sales targets
Limited travel in Canada could be required to support in-person meetings as part of our University Custom Retirement Strategy
Contribute to the CSC's ongoing success by providing suggestions and recommendations to help improve our client experience and the products and services offered by sharing insights gained by dealing directly with clients
Comprehensive and deep understanding of insurance products, wealth management products, financial markets, retirement options and annuities
Ability to impact and influence the decisions of group plan members to ensure they are choosing the right products, funds and services that match their needs, risk tolerance etc
High sales and a service orientation
Solid ability to organize and prioritize work
Solid Relationship management skills
Effective time and personal management in a Call Centre environment (balancing inbound and outbound calling, and less frequent in- person client meetings)
Attention to detail to generate results while complying with client experience and quality standards
Experience as a financial advisor, consultant or broker, supporting clients within the Wealth industry
Experience with Call Centres or telephone servicing
A valid and active Life License in Ontario (LLQP) or Insurance of person license in Quebec (1a), is a requirement of this role
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.
Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
Being part of our journey in developing the next greatest digital experience
In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.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.
Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.
Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.