Financial Advisor
24 hours ago
At Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to our clients.
Key Responsibilities:
- Proactively engage with clients to understand their financial needs and goals
- Assess clients' financial situations and provide tailored recommendations for insurance and investment solutions
- Work closely with our team to stay up-to-date on product and regulatory updates
- Contribute to the team's success by identifying opportunities for continuous improvement
Requirements:
- Bachelor's degree or 2+ years of relevant experience
- Valid and active Mutual Fund license, sales and service experience
- Valid and active Insurance license, sales and service experience
- Strong knowledge and passion for retail insurance and investment products
- Experience doing business over the phone
- Strong communication and relationship-building skills
What We Offer:
- Competitive salary and annual incentive plan
- Comprehensive benefits package, including medical, dental, life, and disability insurance
- Employee matched pension plan and stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered
Why Join Us:
At Sun Life Financial, we value diversity and inclusion. We welcome applications from qualified individuals from all backgrounds. If you're a motivated and customer-focused individual who is passionate about helping others achieve their financial goals, we encourage you to apply.
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