Become a Bilingual Financial Services Consultant with Sun Life, based in Montreal. This role is dedicated to enhancing the financial outcomes of existing clients through expert advice and relationship-building. In this engaging position, you will proactively assist Sun Life clients with their retirement and insurance needs. Your focus will be on understanding and addressing individual client situations, ensuring tailored recommendations that foster trust and loyalty.
Your role will empower clients to make informed financial decisions and secure their financial future. Key Responsibilities:
Proactively engage existing clients about their accounts
Conduct consultations to explore financial goals
Recommend personalized insurance and investment solutions
Establish long-term relationships with clients through trust
Stay updated on products, trends, and compliance regulations Requirements:
Required Life Insurance License in Quebec (LLQP or PQAP)
Bilingual proficiency in French and English
Effective communication and relationship management skills
Sales experience in financial products preferred
Motivated and accountable in a remote working setting Support client journeys towards financial security and growth while developing your skilled skills at Sun Life.
📌 Client Focused Bilingual Consultant At Sun Life Montreal
🏢 Sun Life Québec
📍 Montreal
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