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Financial Services Representative
2 months ago
Sun Life is seeking a talented and motivated Prosper Advisor to join our dynamic team. As a key member of our team, you will play a vital role in helping clients achieve their financial goals and live healthier lives.
About the Role- Collaborate with a team of experts to provide holistic Life, Health, and Wealth solutions to new and existing clients.
- Engage with clients over the phone and through digital tools to understand their needs and provide tailored advice.
- Conduct investment risk assessments and provide solutions aligned with clients' investment profiles.
- Stay up-to-date on product and regulatory updates through regular training and support from our Branch Manager and support teams.
- Build strong relationships with clients to understand their financial goals and provide personalized advice.
- Use planning tools to help clients be 'retirement ready' and achieve their long-term financial objectives.
- Work closely with the Branch Manager and support teams to ensure seamless delivery of services to clients.
- Stay current on industry trends and developments to provide expert advice to clients.
- Bachelor's degree or 2+ years of relevant experience in financial services.
- Valid and active Mutual Fund license, sales and service experience.
- Valid and active Insurance license, sales and service experience.
- Experience working in a call centre or telephone servicing environment.
- Availability to work a variable schedule Monday to Friday between 8am to 8pm.
- Strong communication and relationship-building skills.
- Bilingualism (French, English, both oral and written).
- Experience using Salesforce or similar CRM systems.
- Ability to leverage digital tools to create engaging client interactions.
Sun Life is a leading international financial services organization providing a wide range of protection and wealth products to individuals and groups. We are committed to creating a flexible work environment where our employees are empowered to do their best work.
What We Offer- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
At Sun Life, we value diversity and inclusion and strive to create a workplace where everyone feels valued and empowered to contribute their best. If you are a team player who enjoys helping others and is passionate about making a difference in the lives of individuals and families, we encourage you to apply.
