Financial Services Consultant - Client Relationship Team

SunLife

Montreal, QC, Canada
Base: $58,000 - $93,000; bonus: quarterly bonus ba...
Hybrid
Valid llqp life insurance license
Bilingual french and english required
2-3 years financial services experience
This role focuses on supporting existing Sun Life clients to build meaningful relationships without cold calling or new prospecting

Job Summary

  • This role focuses on supporting existing Sun Life clients to build meaningful relationships without cold calling or new prospecting.
  • The position requires providing comprehensive portfolio reviews, retirement planning advice, and assisting clients with investment risk assessments.
  • Employees receive a competitive base salary, quarterly bonus based on sales results, and a fully paid trip celebrating Platinum performers.

Matching Summary

This role focuses on supporting existing Sun Life clients to build meaningful relationships without cold calling or new prospecting.

Salary

Base: $58,000 - $93,000; Bonus: Quarterly bonus based on sales results; Benefits: Comprehensive flexible benefits including medical, dental, pension, and tuition assistance

Skills & Requirements

Must-have

  • Valid LLQP Life Insurance License
  • Bilingual French and English required
  • 2-3 years financial services experience
  • Phone and video conferencing sales
  • Retirement planning and asset consolidation

Nice-to-have

  • Experience selling insurance over phone
  • Strong interpersonal communication skills
  • Ability to work independently
  • Self-motivated with probing question skills

Key Requirements

  • Active Life Insurance License (LLQP)
  • Minimum 2-3 years financial services experience
  • College or university degree or equivalent
  • Bilingualism in French and English (oral/written)

Work Rights

Not specified

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