Description
Help clients gain confidence in their retirement plans with Sun Life as a Bilingual Retirement Consultant in a hybrid work model. Build relationships and provide tailored financial advice to ensure clients understand their options.
In this hybrid position, you will support existing Sun Life clients, focusing on relationship building without cold calling. Leverage your strong communication skills to guide them through retirement planning conversations. You will work independently and collaboratively contribute to a high-performing team while keeping up with industry trends.
Key Responsibilities:
• Build relationships through proactive phone outreach
• Guide clients with personalized financial advice
• Simplify complex financial concepts for clients
• Stay informed on product options and market trends
• Contribute to team success and share in celebration
Requirements:
• Strong relationship-building skills and effective communicator
• Bilingual in French and ...
In this hybrid position, you will support existing Sun Life clients, focusing on relationship building without cold calling. Leverage your strong communication skills to guide them through retirement planning conversations. You will work independently and collaboratively contribute to a high-performing team while keeping up with industry trends.
Key Responsibilities:
• Build relationships through proactive phone outreach
• Guide clients with personalized financial advice
• Simplify complex financial concepts for clients
• Stay informed on product options and market trends
• Contribute to team success and share in celebration
Requirements:
• Strong relationship-building skills and effective communicator
• Bilingual in French and ...
Ready to Seal the Deal?
Submit your application today and take the next step in your career with Sun Life Financial.
Apply for this Job