Empower clients in financial planning as a Licensed Wealth Consultant at Sun Life. Deliver expert advice in a hybrid work setting, focusing on existing client relationships.
As part of the Client Services team, your role as a Financial Services Consultant (FSC) will center on providing tailored financial advice to existing clients at Sun Life. Your responsibilities include discussing retirement options, creating client risk profiles, and contributing to sales initiatives. This role offers a unique focus on client care without the pressure of cold calling.
Key Responsibilities:
• Engage with clients about their retirement savings options
• Provide personalized investment and insurance recommendations
• Develop risk assessment profiles for clients
• Keep informed about industry and product advancements
• Meet or exceed defined sales objectives
Requirements:
• Active Life Insurance License (LLQP)
• 2-3 years of experience in financial services
• College/un...