Financial Services Consultant – Wealth

Financial Services Consultant – Wealth

Requirements

• 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.
• Bilingualism (French, English, both oral and written) is required for Quebec only.
• Completion of a college or university degree or equivalent related experience.
• Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a).
• 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.

Responsibilities

• 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 come to market, keep a pulse on industry changes and competitor products.
• Contribute to sales targets by meeting or exceeding objectives.

Preferred Qualifications

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