Financial Analyst Business Partner engaging in financial strategies for global IT sales channel. Supporting leadership in decision - making and directing profitability improvements in a hybrid setup.
About the role
- Licensed Financial Services Consultant advising clients on wealth management and retirement savings. Work with Sun Life clients to achieve lifetime financial security and health through consultations and recommendations.
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 that come to market, keep a pulse on industry changes and competitor products.
- Contribute to sales targets by meeting or exceeding objectives.
Requirements
- Valid and active Life Insurance License (LLQP)
- Minimum of 2 -3 years of financial services / sales experience is preferred.
- 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
- Effective listening skills and the ability to ask probing questions to understand needs
- Self motivated and have the ability to work independently
- Experience selling insurance products over the phone is an asset.
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Pension, stock and savings programs to help build and enhance your future financial security.
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