Sales Associate

3 days 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 was recognized when he was awarded the prestigious title of #1 Wealth Advisor of the Year in our district (VGA, excluding Surrey). The advisor is on track to win again in 2025.

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
- Respond to Sun Life lead program in an efficient and timely mannor

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: $45,000.00-$85,000.00 per year

**Benefits**:

- Dental care
- Paid time off
- Vision care

Flexible language requirement:

- French not required

Shift:

- 8 hour shift

Work days:

- Monday to Friday
- Weekends as needed

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

  • Sales Associate

    2 weeks ago

    Richmond, Canada Motorone Auto Sales Full time

    Madarin required!!! **Overview** **Responsibilities** - Engage with customers to understand their needs and provide tailored product recommendations. - Maintain up-to-date knowledge of our product offerings and industry trends. - Assist customers in making informed purchasing decisions by providing detailed information about products and services. -...

  • Sales Associate

    5 days ago

    Richmond, Canada Just Cozy Full time

    The role of: Sales Associate Currently Hiring for: Just Cozy, Richmond Center Mall The Sales Associate is responsible for generating sales by providing the customer with an exceptional shopping experience. The Sales Associate maximizes sales by delivering efficient, friendly and knowledgeable service and ensuring the store is neat, clean and well-presented...

  • Sales Associate

    15 hours ago

    Richmond, British Columbia, Canada LMG Inc. Full time $45,000 - $60,000 per year

    Committed to fostering professional development and skill enhancement for our employees, our success lies in our ability to continuously drive improvement and efficiency, both for our clients and our Sales Associate team. As we expand, we're looking for passionate, enthusiastic Sales Associates to play a key role in shaping the way our customers connect with...

  • Sales Associate

    3 days ago

    Richmond, Canada Spread'Em Kitchen Full time

    Job Overview: We are seeking a highly motivated and customer-oriented Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service, promoting products, and maximizing sales opportunities. This is a great opportunity for individuals who enjoy working in a fast-paced retail...

  • Sales Associate

    2 weeks ago

    Richmond, Canada 7-Eleven, Inc. Full time

    Overview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...

  • Sales Associate

    2 weeks ago

    Richmond, Canada 7-Eleven, Inc. Full time

    Overview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...

  • Sales Associate

    2 weeks ago

    Richmond, Canada 7-Eleven, Inc. Full time

    Overview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...

  • Sales Associate

    1 week ago

    Richmond, Canada Okini Kitchen Full time

    **Overview** We are seeking a motivated and enthusiastic Sales Associate to join our Japanese tableware shop. As a Sales Associate, you will play a crucial role in providing exceptional customer service and driving sales in our retail environment. You will be responsible for engaging with customers, assisting them with their purchases, and ensuring that the...

  • Sales Associate

    5 days ago

    Richmond, Canada Crocs Full time

    **Sales Associate**: - Requisition ID: 5455- Job Location(s): Richmond, British Columbia, CA, V7B 1Y7**Overview**: As a **Sales Associate,** you will have the opportunity to deliver exceptional experiences and provide world-class service to our valued consumers every day. From educating consumers about our products, in-store promotions, and events to...

  • Sales Associate

    3 weeks ago

    Richmond, Canada Spencer's & Spirit Halloween Full time

    Hourly rate ranges from $16.50 - $16.75 per hour and is dependent upon qualifications and experience. Benefits include:CaliforniaPaid Sick Time, Set-Up and Tear Down Premium Pay Programs, End of Season Premium Pay Program. All Bonus and Pay Programs subject to qualifications. Brand - Spirit Halloween The Sales Associate will support the Store Management...