Sales Manager managing investment strategies and client relationships at Solmotion Project GmbH. Overseeing contract negotiations and market analysis in a dynamic, family - run environment.
About the role
- Financial Services Consultant providing portfolio reviews and retirement planning to Sun Life clients. Building strong client relationships and achieving service and sales targets in a hybrid role.
Responsibilities
- Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan & Group Insurance Benefit (GB) plan to establish a relationship and educate members on their investments and benefits
- Consult with clients by providing investment and protection advice related to their financial needs, including savings, retirement income, and insurance
- Partner with clients to be ‘retirement ready’, through the use of financial planning tools
- Ensure all clients maintain an updated plan in order to achieve personal financial goals
- Review portfolio investments, product options, savings goals, and assist with asset consolidation
- Create an investment risk assessment profile for clients
Requirements
- A passion for building relationships and creating amazing client experiences
- Experience with selling and supporting clients with investment, savings products
- Strong interpersonal and communication skills (verbal and written)
- Bilingualism (French, English, both oral and written) is required for Quebec
- Ability to quickly build rapport and relationships with clients over the phone or video conferencing
- Strong listening skills and the ability to ask probing questions to understand needs
- Possess an owner’s mindset in order to build strong client experiences and loyalty, while contributing within a fast-paced evolving team
- Ability to be agile and effectively manage changing priorities or processes
- Self motivated and have the ability to work independently
- Canadian Securities Course (CSC)- asset
- Canadian Investment Fund Course (IFIC)- asset
- Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)- asset
Benefits
- Competitive base salary with a quarterly bonus based on sales results
- A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work
- Rewards and Recognitions program which celebrates performance excellence
- Comprehensive flexible benefits program including: Medical, dental, life, critical illness, and disability insurance
- Lumino Health Virtual Care
- Robust defined contribution pension plan
- Stock Ownership and Savings Programs
- Tuition assistance
- Licensing fees covered
- Career growth and professional development opportunities
- Dynamic team environment and coaching from Managers
- Hybrid work environment
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AW
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