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Retirement Consultant at Sun Life - ApplyBlast

Retirement Consultant

Sun Life

3 months ago

Montreal, Quebec, Canada

Hybrid

Full Time

Junior

0 applicants

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About this role

The licensed Retirement Consultant will work with Sun Life's Group Retirement Savings plan members over the phone to uncover financial goals and provide personalized retirement and wealth solutions. The role focuses on existing clients, building relationships, identifying sales opportunities, and delivering consultative advice to help clients maximize their retirement savings.

Responsibilities

Build relationships with group retirement plan members
Identify sales opportunities and recommend retirement solutions
Provide consultative retirement planning discussions
Meet and exceed sales and client experience targets
Educate clients on retirement and investment concepts

Skills

Qualifications

Life Insurance License (LLQP)Insurance of Persons License (PQAP)

About Sun Life

sunlife.ca

Headquarters

Kansas City, Missouri, United States

Company Size

10001+ employees

Founded

1865

View Profile

We offer trusted insurance products and investment solutions to Canadian residents and organizations. Get secure access to your employee benefits, health claims and group savings plans. Or, connect with a Sun Life advisor to get life or health insurance, set up a savings plan, open an RRSP and TFSA and more.