Financial Services Consultant- Wealth
Sun Life
About this role
A licensed Financial Services Consultant (Wealth) at Sun Life who supports clients with their savings and retirement needs by providing investment and protection guidance over phone and video. The role is part of the Client Services team and contributes to meeting sales targets while helping clients maintain or transfer retirement assets.
Skills
Qualifications
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
Recent company news
ReutersAllianz, Sun Life weigh bids for HSBC Singapore insurance business, Bloomberg News reports
11 hours ago
Bloomberg.comAllianz, Sun Life Are Said to Weigh Bids for HSBC Life Singapore
7 hours ago
Global Banking & Finance Review®Allianz, Sun Life Consider Bids for HSBC Singapore Insurance Unit
11 hours ago
PR NewswireSun Life Executive Vice-President and Chief Financial Officer Tim Deacon featured at the RBC Global Financial Institutions Conference
1 day ago
Insurance BusinessSun Life adds former BlackRock Canada chief to its board
3 days ago
About Sun Life
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Sun Life.
Salary
$58k – $93k
per year