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Retirement Consultant- Client Solutions Centre

Financière Sun Life

C'est un Contrat job à Montreal, QC publiée le septembre 14, 2023.

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Specific schedule: Must be available from 8h00 AM- 8h00 PM (rotational shift)

At Sun Life, our clients are at the centre of everything we do. As a licensed Retirement Consultant your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Solutions team, you will support Sun Life clients with their retirement needs by speaking with clients over the phone and providing recommendations that meet their needs.

What you will do:

  • 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 guidance to clients, through consultation related to their financial needs, including savings, and retirement income.

  • Partner with client to be ‘retirement ready’ through the use of planning tools.

  • Keep abreast of product changes, understand new products that that come to market, keep a pulse on industry changes and competitor products.

  • Contribute to sales targets by meeting or exceeding objectives

What you need to succeed:

  • Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)

  • Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)

  • 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

  • Minimum of 1-3 years of related sales experience in the financial services industry is preferred.

  • Experience selling wealth products over the phone is an asset.

  • Completion of a college or university degree is an asset

  • Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide

Why join Sun Life:

  • Sun Life focuses on the mental, physical, and financial health and wellbeing of our Employees. We want to help you to bring your best self to work.

  • Competitive base salary with a quarterly bonus based on sales results.

  • Rewards and Recognition program which celebrates performance excellence.

Comprehensive flexible benefits program including:

  • Medical, dental, life, critical illness and disability insurance

  • Lumino Health Virtual Care

  • Robust defined contribution pension plan

  • Matching Stock Ownership and Savings Programs

  • Tuition assistance

  • Licensing fees covered

  • Career growth and professional development opportunities.

  • Hybrid work environment

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

51,700/51 700 – 83,800/83 800

Job Category:

Sales – SIP

Posting End Date: