Bilingual Retirement Sales Consultant
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Use bilingual financial advice and consultative selling to help Sun Life clients pursue retirement goals, with one weekly office day in Montreal.
As a licensed Retirement Consultant, you will support Group Retirement Savings plan members through personalized retirement and wealth solutions. You will connect with existing clients, uncover financial needs, and help them act on investment and retirement recommendations. The work combines education, relationship building, and sales results.
Key Responsibilities:
- Build relationships through inbound and outbound client conversations
- Recommend retirement and wealth solutions for client goals
- Support retirement planning discussions and investment recommendations
- Educate clients by simplifying complex financial concepts
- Meet individual sales and client experience objectives
Requirements:
- Active LLQP or Quebec PQAP license
- French and English fluency, oral and written
- One to three years financial services sales experience
- Strong communication, sales, and relationship-building skills
- Ability to uncover needs and recommend tailored solutions
Apply bilingual communication, financial guidance, and consultative sales skills while supporting Sun Life clients' retirement and wealth decisions.
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