Client Service Representative, Finance Specialist
1 week ago
Apply locations: Full time
Posted on: Posted 2 Days Ago
Job requisition id: JR00105190
You are as unique as your background, experience and point of view. 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.
- Connect with clients by phone and educate them on the benefits of their Group Choices plan while encouraging them to save with Sun Life.
- Partner with clients to be ‘retirement ready’ through the use of planning tools. li>
- 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.
- Successfully achieve sales targets by building great relationships and delivering a wonderful client experience.
- 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.
- 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.
- Ability to quickly build rapport and relationships with clients over the phone/video conferencing.
Schedule:
- Our Client Service Centre takes calls from clients between the hours of 8 a.m. li>
- Employees are scheduled for a consistent shift three out of four weeks.
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.p>
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.
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