Wealth Sales Representative
4 days ago
At Financière Sun Life, we're seeking a talented Wealth Sales Representative to join our team. As a key player in our Individual Insurance and Investments business unit, you'll have the opportunity to make a real impact on our clients' lives.
Key Responsibilities:- Partner with Wealth Sales Directors and Regional Sales Assistants to drive sales through various investment channels.
- Build relationships with investment advisors, providing insights on capital markets and promoting Sun Life wealth solutions.
- Assist advisors and insurance specialists with business building practices and competitor analysis.
- Generate sales and lead development through proactive outreach and communication.
- Utilize CRM/database to plan and prioritize activities with advisors.
- Participate in national, regional, and project group meetings, sharing feedback and information.
- Organize and execute conferences calls and webcasts to connect with advisors.
- Minimum 3 years of sales experience, preferably in the financial services industry.
- Strong sales aptitude, entrepreneurial spirit, and passion for following capital markets.
- Ability to build credibility and rapport with clients over the phone.
- Strong listening and communication skills, with the ability to simplify complex financial concepts.
- Ability to organize, prioritize, and execute sales plans within a team.
- Bilingualism (French and English) is required for frequent interactions with colleagues and internal partners.
- A competitive base salary and commissions.
- Flexible benefits, pension, stock, and savings programs to support your financial security.
- Wellness programs that promote mental, physical, and financial well-being.
- The opportunity to move along various career paths with amazing networking potential.
We're committed to creating a diverse and inclusive work environment where our employees can thrive. If you're passionate about financial services and eager to make a difference, we encourage you to apply for this exciting opportunity.", "Company": "Financière Sun Life"}
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