Earnings Potential Specialist

1 week ago


Edmonton, Alberta, Canada Sun Life Financial Full time
About Sun Life Financial

We're committed to helping individuals, families, and businesses achieve financial security through our innovative insurance and financial solutions.

Sales - Direct Job Description

Job 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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