Earnings Potential Specialist
1 week ago
We're committed to helping individuals, families, and businesses achieve financial security through our innovative insurance and financial solutions.
Sales - Direct Job DescriptionJob Description:
- As a Financial Advisor with Sun Life Financial, you'll be responsible for building relationships with clients, analyzing their financial needs, and providing expert advice on insurance and investment products.
- You'll work closely with clients to understand their goals and develop customized financial plans that meet their objectives.
- With a focus on delivering exceptional customer service, you'll ensure that clients receive timely and accurate information about their financial options.
Responsibilities:
- Develop Business Strategies: Create and implement effective business strategies to grow your client base and increase revenue.
- Manage Client Relationships: Build and maintain strong relationships with existing clients, identifying new business opportunities and providing exceptional customer service.
- Stay Current with Industry Developments: Stay up-to-date with industry trends and regulatory changes to ensure you're always providing clients with the best possible advice.
Requirements:
- Bachelor's degree in a related field (e.g., finance, business).
- Proven sales experience with a strong track record of success.
- Demonstrated ability to work independently and as part of a team.
- Excellent communication and interpersonal skills.
- Certified Financial Planner (CFP) designation or other relevant certifications.
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