Make a difference as a Client-Focused Wealth Consultant with Sun Life in British Columbia or Alberta. This hybrid chance emphasizes solid client relationships and personalized financial advice.
As a licensed Financial Services Consultant at Sun Life, you will engage with existing members of Group Retirement Savings plans. Your mission is to enhance clients' understanding of their options and assist them in maximizing their retirement savings. This role is designed for someone who thrives on results and has a passion for helping clients succeed.
Key Responsibilities:
• Reach out to clients who are transitioning their retirement accounts
• Facilitate phone and video consultations to explore financial goals
• Propose customized retirement planning solutions
• Build rapport through a personalized client experience
• Stay informed about Sun Life's offerings and market dynamics
Requirements:
• Valid Life Insurance License (LLQP)
• Solid communication and interpersonal skills
• Experience in the financial services industry is an asset
• Ability to simplify complex information for clients
• Educational background in finance or related field, with a desire to learn
Deliver impactful financial guidance while working with a team that prioritizes client success at Sun Life.
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📌 Client Focused Wealth Consultant At Sun Life British Columbia
🏢 Sun Life
📍 British Columbia
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