Sun Life Financial Services Representative

1 week ago


Grande Prairie, Canada Sun Life Full time
About the Role

We are seeking a highly motivated and results-driven individual to join our team as a Sun Life Financial Advisor. As a Financial Advisor, you will play a critical role in helping individuals, families, and businesses achieve their long-term financial goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, including investment, insurance, and retirement strategies.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance to help them achieve their financial objectives.
  • Stay up-to-date with industry trends and developments, and maintain professional designations and certifications to ensure expertise and credibility.
  • Collaborate with internal stakeholders, including sales, marketing, and product teams, to identify business opportunities and drive growth.
  • Meet or exceed sales targets and revenue goals, while maintaining a high level of customer satisfaction.
Requirements
  • College or university degree in a related field, such as finance, business, or economics.
  • Proven track record of success in sales, customer service, or a related field.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Ability to work independently and as part of a team, with a high level of energy and motivation.
  • Proficiency in financial planning software and tools, with a willingness to learn and adapt to new technologies.
What We Offer
  • Competitive compensation and bonus structure, with opportunities for advancement and professional growth.
  • Comprehensive training and development programs, including ongoing education and certification opportunities.
  • Collaborative and dynamic work environment, with a focus on teamwork and mutual support.
  • Opportunities to work with a diverse range of clients and stakeholders, with a focus on building strong relationships and delivering exceptional service.


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