Financial Services Consultant

Description:

• Proactively call new and existing Sun Life members that have a Group Retirement Savings plan & Group Insurance Benefit plan and to establish a relationship where the objective is to educate members on their benefits, provide a service where you will assist with product enrolment, while supporting any account changes.

• Consult with clients by providing investment and protection guidance related to their financial needs, including savings, retirement income and insurance.

• Partner with clients to be ‘retirement ready’ through the use of planning tools. Ensure all clients maintain an updated plan in order to achieve personal goals.

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

• Review portfolio investments, product options, savings goals, and assist with asset consolidation.

• Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance.

• Contribute to sales and service targets by demonstrating to clients the value of their benefits available to them through their employer plans and assist with payroll deduction set ups, lump sum contributions and asset consolidation.

• Support clients specific to In-Plan Group Retirement Services & Group Benefits campaigns to help maximize optional wealth and protection products available to them through their employer plans and additional supplemental plans available through Sun Life if applicable.