Sun Life

Financial Services Consultant, Wealth

Toronto, Ontario

Sponsorship not specifiedDetected 7 days ago

SOARSalesCold OutreachExcelRecruitingVoIPLeadershipCommunication

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.

This role is focused on supporting and advising existing Sun Life clients, allowing you to build meaningful relationships without the need for cold calling or new client prospecting.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
Create a risk assessment profile for wealth clients to align their investments to their desired risk tolerance.

Completion of a college or university degree or equivalent related experience
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
Valid and active Life Insurance License (LLQP)
Strong interpersonal and communication skills (verbal and written)
Ability to quickly build rapport and relationships with clients over the phone / video conferencing
Why join Sun Life:
Career growth & development - clear pathways and ongoing learning
Flexibility & wellbeing - hybrid work and programs that support your whole self
Competitive base salary with a quarterly bonus based on sales results.
Inclusive culture - where diverse perspectives are valued and voices are heard
Purpose-driven work - helping Canadians build financial security

$ 60,000/ $ 97,000
When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.
In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.
Certain sales focused roles have sales incentive plans based on individual or group sales results.

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.
Medical, dental, life, critical illness and disability insurance
Robust defined contribution pension plan

Diversity and inclusion have always been at the core of our values at Sun Life.
Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.

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