Business Development Financial Advisor

2 days ago


Waterloo, Ontario, Canada Sun Life Full time

Company Overview

Sun Life is a leading financial services company that offers innovative solutions to help individuals and families achieve their financial goals. As a Business Development Financial Advisor, you will play a key role in helping clients build their financial futures.

Estimated Salary

$46,000 - $60,000 per year, depending on experience and performance.

Job Description

This is an exciting opportunity to join our team of dedicated professionals who are passionate about providing exceptional service to our clients. As a Business Development Financial Advisor, your primary responsibility will be to grow your business by prospecting within your network and in your community. You will work closely with prospects and clients to understand their financial goals and develop personalized plans to help them achieve success.

Key Responsibilities

  • Grow your business by prospecting within your network and in your community
  • Meet with prospects and clients to review their goals and provide trusted advice on the right life and health insurance products
  • Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals
  • Build and grow your business through referrals

Requirements

  • Self-motivated, highly driven, and entrepreneurial
  • Goal-oriented with a strong work ethic
  • Continuous learner with a deep interest in client needs
  • Ability to develop and maintain relationships
  • Excellent communication skills
  • Persuasive, able to motivate others to action
  • Business development and prospecting skills
  • Strong sales orientation and a passion for putting clients first

Benefits

We offer a competitive compensation package, including a base salary and commissions, as well as opportunities for professional growth and development. Our comprehensive benefits program includes access to group savings, stock ownership programs, and benefits plans.



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