Financial Services Consultant- Wealth, Client Services Centre

3 weeks ago

Montréal, Canada Sun Life Full time

Job Description

:

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant- Wealth, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their saving needs by speaking with clients over the phone / video and providing recommendations that meet their needs. 

What will you do:

Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life.

Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance. 

Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.

Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.

Contribute to sales targets by meeting or exceeding objectives. 


What will you bring:

Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.

Minimum of 2-3 years of sales / service experience is required.

Completion or a college or university degree or equivalent related experience

Strong interpersonal and communication skills (verbal and written)

Ability to quickly build rapport and relationships with clients over the phone / video conferencing

Strong listening skills and the ability to ask probing questions to understand needs

Self motivated and have the ability to work independently

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.

Schedule:

Our Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m. 

Employees are scheduled for a consistent shift three out of four weeks

Why Sun Life :

A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work

Competitive base salary with a quarterly bonus based on sales results

Rewards and Recognitions program which celebrates performance excellence

Comprehensive flexible benefits program including:

Medical, dental, life, critical illness, and disability insurance

Lumino Health Virtual Care

Robust defined contribution pension plan

Stock Ownership and Savings Programs

Tuition assistance

Licensing fees covered

Career growth and professional development opportunities

Dynamic team environment and coaching from Managers

Hybrid work environment

Mandatory requirements:

Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)

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