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Sun Life Retirement Consultant Opportunity

Sun Life Québec

Shape the future of clients through expert retirement advice at Sun Life's hybrid work environment. Your role is vital in fostering relationships and guiding clients in their retirement journey. As a Retirement Consultant, you’ll serve clients by providing insights and personalized retirement planning. This role emphasizes trust-building and a consultative approach, ensuring clients fully grasp their financial choices. You'll be an integral part of the Client Solutions team, making a meaningful impact on people’s lives. Key Responsibilities:

  • Establish meaningful relationships via phone outreach
  • Lead retirement planning discussions for client clarity
  • Deliver tailored financial advice based on client goals
  • Break down complex financial topics into relatable advice
  • Engage in continuous learning about products and trends
Requirements:
  • 1-3 years related sales experience preferred
  • Bilingual skills in French and English for Quebec
  • Active Life Insurance License or readiness to obtain
  • Strong communication and relationship skills
  • Motivated and ability to work independently
Embrace your role as a trusted advisor and enhance clients’ financial well-being with Sun Life. #J-18808-Ljbffr

Vacancy posted 7 days ago
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