Full-Time

Financial Services Consultant-Wealth

Posted on 1/30/2025

Sun Life

Sun Life

10,001+ employees

Provides life, health insurance, and financial services

Fintech
Financial Services

Compensation Overview

$58k - $97kAnnually

+ Quarterly Bonus

Junior, Mid

Montreal, QC, Canada + 1 more

More locations: Toronto, ON, Canada

Bilingualism (French, English) is required for Quebec only.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales

You match the following Sun Life's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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.
  • Completion of 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.
  • Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a) is required.
  • Bilingualism (French, English, both oral and written) is required for Quebec only.
Responsibilities
  • 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 come to market, keep a pulse on industry changes and competitor products.
  • Contribute to sales targets by meeting or exceeding objectives.
Desired Qualifications
  • 2-3 years of related sales experience in the financial services industry is preferred.

Sun Life offers a variety of financial services, including life insurance, health insurance, financial planning, and investment solutions. Their products are designed to help individuals, businesses, and institutions achieve financial security and improve their overall well-being. Sun Life operates in multiple regions, including Canada, the United States, Asia, and Europe, which allows them to serve a diverse client base. The company generates revenue through premiums from insurance policies, fees for financial planning services, and returns from investment products. A key aspect that sets Sun Life apart from its competitors is its commitment to sustainability, with a goal of reaching net zero emissions by 2050.

Company Stage

IPO

Total Funding

N/A

Headquarters

null, null

Founded

1865

Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion of Family Leave Insurance increases market reach in the U.S.
  • Partnerships with sports teams enhance community engagement and brand visibility.
  • Sustainable investment products align with growing ESG investment trends.

What critics are saying

  • Competition from digital-first insurance companies threatens market share.
  • Rising interest rates may impact profitability of investment products.
  • Natural disasters could increase insurance claims, affecting underwriting profitability.

What makes Sun Life unique

  • Sun Life offers a comprehensive range of financial products globally.
  • The company is committed to sustainability, aiming for net zero emissions by 2050.
  • Sun Life has a strong presence in North America, Asia, and Europe.

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Benefits

Health Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Flexible Work Hours

Hybrid Work Options

Wellness Program

Mental Health Support

Company Equity

Stock Options

INACTIVE