Wealth Sales Representative

4 weeks ago


Montreal, Quebec, Canada Sun Life Financial Full time
Job Title: Wealth Sales Representative

At Sun Life Financial, we're seeking a highly motivated and results-driven Wealth Sales Representative to join our team. As a key member of our sales team, you will be responsible for generating sales through various channels, including IIROC, MFDA, and MGA investment channels.

Key Responsibilities:
  • Partner with Wealth Sales Directors and Regional Sales Assistants to drive sales growth
  • Build relationships with investment advisors and provide insights on capital markets to increase sales of Sun Life wealth solutions
  • Assist investment advisors and insurance specialists with Sun Life solutions, business building practices, and competitor analysis
  • Generate sales and lead development through proactive outbound telephone calls and email communications
  • Input and utilize the CRM/database to plan and prioritize activities with advisors
  • Participate in national, regional, and project group meetings, sharing feedback and information, and actively participate in sales workshops
  • Organize and execute conferences calls and webcasts to connect and network
Requirements:
  • Minimum 3 years of sales experience, preferably in the financial services industry
  • Extremely strong sales aptitude, entrepreneurial in nature
  • Passion for following and understanding capital markets
  • Ability to build credibility and rapport with clients over the phone
  • Strong listening and communication skills, with the ability to simplify complicated financial concepts
  • Ability to organize, prioritize, and execute sales plans while working within a team
  • Bilingualism (French, English, both oral and written) is required for frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
What We Offer:
  • A competitive base salary and commissions
  • Flexible benefits from the day you join to meet the needs of you and your family
  • Pension, stock, and savings programs to help build and enhance your future financial security
  • Wellness programs that support the three pillars of your health – mental, physical, and financial
  • The opportunity to move along a variety of career paths with amazing networking potential

We're honored to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work Canada. If you're a motivated and results-driven individual looking for a challenging and rewarding career opportunity, we encourage you to apply.



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