Financial Services Consultant

Description:

What you will do:

• Proactively call existing Sun Life Group Retirement Savings plan members who are leaving or have left their employer retirement / savings plan to discuss the benefits of keeping their assets with Sun Life

• Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance

• Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance

• 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

Requirements:

• Minimum of 2 -3 years of related sales experience in the financial services industry is preferred

• Minimum of 2-3 years of sales / service experience is required

• Experience selling savings products over the phone is an asset

• Completion or a college or university degree or equivalent related experience

• Strong interpersonal and communication skills (verbal and written)

• Ability to quickly build rapport and relationships with clients over the phone / video conferencing

• Strong listening skills and the ability to ask probing questions to understand needs

• Self motivated and have the ability to work independently