As a Financial Services Consultant, you’ll drive client success at Sun Life, focusing on portfolio management and retirement planning in a hybrid setting. Engage clients with tailored financial advice to enhance their security.
This dynamic role on the Client Relationship Team involves building trust with existing Sun Life clients. You will conduct thorough portfolio reviews and offer guidance on savings, retirement income, and insurance, ensuring personalized financial strategies. Your ability to foster relationships while meeting sales targets will be critical.
Key Responsibilities:
• Proactively educate clients on investments and benefits
• Offer advice on savings, retirement, and insurance needs
• Partner with clients to ensure they're retirement ready
• Review and consolidate client portfolios and savings goals
• Develop investment risk profiles to match clientele
Requirements:
• Active Life Insurance License (LLQP)
• 2-3 years in financial services o...