Retirement Consultant

Sun Life is a company focused on helping clients achieve lifetime financial security and healthier lives. As a Retirement Consultant, you will support clients with their retirement needs by providing recommendations and investment advice to help them prepare for retirement.

Responsibilities

• Proactively call existing Group Retirement Savings plan members (Sun Life clients) who are at or approaching retirement to discuss retirement income options to meet their stage of life
• Provide investment advice to clients, through consultation related to their financial needs, including savings, and retirement income
• Partner with clients to be ‘retirement ready’ through the use of financial planning tools
• Keep abreast of product changes, understand new products that come to market, keep a pulse on industry changes and competitor products
• Contribute to sales targets by meeting or exceeding objectives

Skills

• Strong interpersonal and communication skills (verbal and written)
• Ability to quickly build rapport and relationships with clients over the phone
• Strong listening skills and the ability to probe by asking questions to understand needs
• Self motivated and can work independently
• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
• Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)
• Minimum of 1-3 years of related sales experience in the financial services industry is preferred
• Experience selling wealth products over the phone
• Completion of a college or university degree
• Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)
• Canadian Securities Course (CSC)
• Canadian Investment Fund Course (IFIC)

Benefits

• Medical, dental, life, critical illness and disability insurance
• Lumino Health Virtual Care
• Robust defined contribution pension plan
• Matching Stock Ownership and Savings Programs
• 3 weeks paid vacation to start. Paid vacation time increases with service.
• Sun Life employees are eligible for a paid sabbatical leave, every 5-year milestone anniversary
• Tuition assistance
• Licensing fees covered
• Career growth and professional development opportunities.

Company Overview