Sun Life

Sun Life

Bilingual Retirement Consultant

Montreal, Quebec

Sponsorship not specifiedDetected 2 days ago
SOARSalesCold OutreachOutbound SalesRecruitingVoIPCommunicationTime ManagementOrganizational Skills

About the role

  • You are as unique as your background, experience and point of view.
  • Here, you'll be encouraged, empowered and challenged to be your best self.
  • You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.

Responsibilities

  • Deliver a consultative sales experience that builds trust, strengthens client loyalty, and drives business growth.
  • Stay informed on industry trends, products, planning strategies, and regulatory requirements to deliver relevant advice.
  • Strong sales, communication, and relationship-building skills with the ability to build trust quickly, create meaningful client connections over the phone, and engage effectively with diverse clients.
  • Purpose-driven work - helping Canadians build financial security for life.
  • It's an opportunity to combine your passion for helping people with your ability to influence, educate, and deliver solutions that make a real difference in clients' financial lives.
  • You'll have the opportunity to leverage your sales expertise while building long-term client relationships and delivering meaningful financial outcomes.

Requirements

  • Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
  • Proven ability to uncover client needs and confidently recommend tailored solutions, with demonstrated success in achieving sales goals and influencing client decisions.
  • Completion of a college or university degree.

Compensation

  • Sun Life offers a market-competitive total compensation package, including a base salary and variable incentives.

Benefits

  • As a licensed Retirement Consultant, you'll play a key role in helping Canadians build confidence in their financial future while driving meaningful sales results.
  • On our Client Solutions team, you'll connect with Group Retirement Savings plan members over the phone, uncover their financial goals, and provide personalized retirement and wealth solutions that help them take action.
  • Through consultative conversations, you'll identify opportunities to deepen client relationships, grow assets under management, and support clients in achieving their retirement objectives.
  • You'll spend your time helping clients maximize their retirement savings and achieve their financial goals-without cold calling or prospecting for new clients.
  • Career growth & development - clear pathways and ongoing learning.
  • Medical, dental, life, critical illness, and disability insurance.
  • Robust defined contribution pension plan.
  • Matching Stock Ownership and Savings Programs.
  • Three weeks of paid vacation to start, increasing with service.

Company info

  • What we are looking for:
  • We're looking for individuals who are motivated by helping clients succeed and energized by achieving results.
  • At Sun Life, our clients are at the centre of everything we do.

This listing is sourced directly from Sun Life's careers page and normalized into a canonical job model.