Transform Your Career as a Financial Planning Specialist
3 days ago
Sun Life is seeking dynamic and motivated individuals to join our team as Financial Planning Specialists. This role offers a unique opportunity to build long-term relationships with clients, help them plan financially for various life stages, and make a positive impact in their communities.
About the Role
As a Financial Planning Specialist, you will be responsible for developing strategies to attract and connect with new clients, conducting meetings to review their financial situations and goals, and recommending suitable insurance and investment products. You will also work closely with colleagues to ensure client plans stay up-to-date and meet their evolving needs.
Key Responsibilities
- Develop and implement effective sales strategies to attract and retain clients
- Conduct regular meetings with clients to review their financial progress and adjust plans as needed
- Recommend and implement insurance and investment products tailored to clients' needs and goals
- Collaborate with colleagues to share best practices and stay informed about industry developments
Requirements
To succeed in this role, you will need:
- A strong understanding of financial planning principles and industry trends
- Excellent communication and interpersonal skills
- The ability to work independently and as part of a team
- A College/University degree and relevant professional experience
Benefits and Advantages
- Competitive salary range: $60,000 - $100,000 per year (dependent on experience)
- Opportunities for career advancement and professional growth
- Comprehensive training and support to help you develop your skills and knowledge
- Collaborative and dynamic work environment with opportunities to learn from experienced colleagues
About Sun Life
Sun Life is a leading provider of financial services, dedicated to helping people achieve lifetime financial security and live healthier lives. With a rich history and commitment to excellence, we offer a supportive and inclusive work environment that fosters personal and professional growth.
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