Elevate your career as a Financial Advisor with Sun Life in Greater Okanagan. Enjoy a flexible business model with industry-leading support and marketing resources.
As a Financial Advisor at Sun Life, you'll be at the forefront of business growth through proactive client engagement and tailored financial advice. This role is ideal for self-motivated individuals who excel in building relationships and are excited about delivering ongoing financial solutions. Each client interaction is an prospect to provide valuable insights into life and health insurance products that safeguard their futures.
Key Responsibilities:
• Develop business through community and network prospects
• Assess and review client financial objectives
• Provide trusted advice on insurance products




• Offer continuous financial solutions for long-term goals
• Successfully generate referrals to expand client base
Requirements:
• Entrepreneurial mindset with high self-motivation
• Strong goal-driven approach and work ethic
• Excellent relationship-building and communication skills
• Experience in sales and client service
• Bilingual (French and English) for Quebec applicants
Harness your entrepreneurial spirit with Sun Life and guide clients towards financial stability.
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📌 Sun Life Advisor in Greater Okanagan (Kelowna)
🏢 Sun Life Financial
📍 Kelowna