Lead clients toward financial confidence as a Retirement Consultant for Sun Life. This hybrid position focuses on creating lasting relationships and offering meaningful retirement insights.
Working within the Client Solutions team, your primary responsibility will be to connect with current Sun Life clients, helping them navigate retirement planning and make confident financial choices. Your ability to listen and convey complex information clearly is essential to delivering personalized advice tailored to each client's stage of life.
Key Responsibilities:
• Build and maintain relationships with retirement savings members
• Facilitate retirement planning conversations with clients
• Provide customized financial advice based on client assessments
• Simplify complex financial principles into actionable guidance
• Keep updated on product developments and industry changes
Requirements:
• 1-3 years of sales experience in finance is an asset
• Excellent communica...