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Sun Life Financial Career Development
1 week ago
Sun Life Financial is a global company dedicated to helping Clients achieve lifetime financial security and live healthier lives. Our purpose drives our actions, and we're passionate about making a positive impact on people's lives.
About the Role
We're seeking a talented Financial Advisor to join our team. As a Financial Advisor, you'll have the opportunity to build long-term relationships with Clients, providing them with expert advice and guidance on their financial goals. You'll work closely with our Clients to understand their needs, develop personalized financial plans, and implement strategies to help them achieve their objectives.
Key Responsibilities
- Develop and maintain strong relationships with Clients
- Conduct meetings with prospective and existing Clients to discuss their financial needs and goals
- Prepare and execute strategies to attract and connect with new Clients
- Review Client financial situations and gather information about their future goals
- Build a financial roadmap to help Clients achieve their goals
- Recommend and implement suitable insurance and investment products that align with the Client's financial roadmap
Required Skills and Qualifications
- History of achievement (professional, academic, athletics, etc.)
- Strong communication and interpersonal skills
- Ability to engage, develop, and maintain relationships with people
- Self-motivated and disciplined individual with a strong work ethic
- Continuous learner with a deep interest in helping others
- Excellent communication skills and a College/University degree
Benefits
- Unlimited earning potential with compensation tied to achievements
- 'Earn while you learn' monthly bonuses for financial stability during skill development
- Purpose-driven career helping people in your community become financially secure
- Independence and flexibility to build your work around important things in life
- Dedicated local support for developing skills to launch, develop, and grow your business
- Recognition program celebrating achievements through prizes and incentives
- Leading-edge technology for easy business operation anytime, anywhere
- Culture celebrating excellence and inclusivity
Join Our Team
We're a global company with a passion for people. We're committed to helping Clients achieve lifetime financial security and live healthier lives. Our purpose drives our actions, and we're proud of the positive impact we make on people's lives.
