Financial Security Advisor Sun Life Ontario

Financial Security Advisor Sun Life Ontario

02 Aug
|
Sun Life
|
Ontario

02 Aug

Sun Life

Ontario

Become a Financial Security Advisor at Sun Life Financial, combining hybrid work and agile client interaction. Help clients achieve lifetime financial security with tailored insurance solutions.

This role, focused on Life & Health advisement, runs from 12 PM to 8 PM, Monday to Friday. You'll be instrumental in engaging current and potential clients through calls and cutting-edge tools. Assess their financial needs and offer comprehensive insurance recommendations to guide them towards financial wellness.

Key Responsibilities:
• Proactively contact clients for financial advice
• Utilize digital tools to engage with insurance clients
• Evaluate individual needs and recommend suitable solutions




• Prepare clients for retirement through planning tools
• Maintain licensing and registrations as Insurance Advisor

Requirements:
• Bachelor’s degree or 2 years of experience
• Valid sales experience, preferably in insurance
• Understanding of the Insurance Industry and compliance
• Solid problem-solving skills and adaptability
• Excellent relationship-building capabilities

Join Sun Life in making meaningful contributions to clients’ lives by providing expert financial advice.
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📌 Financial Security Advisor Sun Life Ontario
🏢 Sun Life
📍 Ontario

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