Financial Services Consultant- Wealth
Sun Life(1 month ago)
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.
Required Skills
- Financial Advice
- Client Communication
- Sales
- Risk Assessment
- Investment Guidance
- Insurance Sales
- Bilingualism
- Relationship Building
- Phone Sales
Qualifications
- Life Insurance License (LLQP)
- College or University Degree
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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