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Sales Associate

2 weeks ago

Richmond, Canada Sun Life Financial Full time

_**Sales Associate **_

We are seeking a dynamic and knowledgeable sales associate to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in delivering sales leads for the team while providing exceptional service to newly found clients.

The hiring advisor boasts extensive industry experience since 2007, dedicating his expertise to portfolio management, risk management, and investment strategies tailored for high net worth families. His exceptional dedication and proficiency in wealth management were recognized when he was awarded the prestigious title of #1 Wealth Advisor of the Year in our district (VGA, excluding Surrey).

Sales responsibilities:

- Developing a sales plan with the advisor
- Executing the sales plan
- Identifying prospecting opportunities outside of the initial sales plan
- Assisting in the onboarding process
- Joining networking and other social events
- Actively engage in prospecting
- Work towards referrals from existing clients

Other responsibilities but are not limited to:

- Maintaining client relationships
- Process administrative requests such as: Opening accounts, initiating PACs/AWDs, add banking, updating KYC/IQ information, processing transfers
- Respond and act on client inquiries
- Provide advisor with client reporting
- Deliver and act on investment recommendations
- Highly social and outgoing
- A large network localized in BC
- Charismatic, trustworthy, personable, ambitious, and confident
- Enjoys working with people and genuinely wants to help provide solutions
- Detail focused while maintaining a high pace environment
- A passion for the financial planning industry
- Entrepreneurial and performance driven
- Desire to work towards being a fully capable advisor

Skills & Qualifications:

- LLQP Licensed required prior to joining
- Mutual fund licensed within 1 month of joining
- Proactive and able to work and learn independently
- Able to work as an effective team player
- Outstanding communication skills, both written and verbal, allowing for effective client interaction in English; fluency in additional languages is advantageous

Kindly submit your resume along with a cover letter that outlines why you believe you're an ideal match for this position and how your skills and experience will enable you to excel in this role.

Pay: $65,000.00-$85,000.00 per year

**Benefits**:

- Dental care
- Paid time off
- Vision care

Day range:

- Monday to Friday
- Weekends as needed

Flexible Language Requirement:

- French not required

Shift:

- 8 hour shift

Work Location: Hybrid remote in Richmond, BC V7B 1C3