Take on a fulfilling role as a Retirement Consultant at Sun Life, where you’ll empower clients to enhance their financial security. Engage with clients one-on-one to help optimize their retirement strategies.
As part of the Client Solutions team, your focus will be exclusively on current Sun Life clients, guiding them through their retirement planning without any prospecting. Each day brings new opportunities to deepen client relationships and drive substantial sales results. You’ll apply your expertise to simplify financial concepts, ensuring your clients understand their options.
Key Responsibilities:
• Build meaningful relationships with members
• Identify and recommend appropriate retirement solutions
• Conduct retirement planning discussions
• Deliver a consultative sales experience
• Educate clients on retirement and investment strategies
Requirements:
• Valid Life Insurance License (LLQP)
• 1-3 years of financial services sales experience
• Excellent communication and relationship-building skills
• Proven success in driving sales results
• Motivated with solid organizational capabilities
Make a direct impact on clients' financial lives at Sun Life.
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📌 Sun Life Retirement Consultant Role (Toronto)
🏢 Sun Life
📍 Toronto