Sun Life Financial Advisor Opportunity
Sun Life Financial
Explore a rewarding career as a Financial Advisor with Sun Life. With unlimited earnings, flexible scheduling, and dedicated local support, help your community achieve financial security. As a Financial Advisor at Sun Life, you will engage clients and create tailored financial roadmaps. Your role includes conducting meetings, reviewing clients' financial states, and recommending appropriate investment products. Ongoing training will ensure you stay ahead of industry changes while fostering community connections through networking and referrals. Key Responsibilities:
- Prepare strategies to connect with new prospective clients
- Conduct client meetings to discuss financial situations
- Build personalized financial roadmaps for clients
- Recommend insurance and investment products
- Keep financial plans updated as clients’ situations change
- History of achievement in various fields
- Excellent communication skills and goal-oriented mindset
- College/university degree and some professional experience
- Continuous learner focused on helping others
- Self-motivated with strong work ethic
Vacancy posted more than 2 months ago
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