Join Sun Life as a Financial Advisor
Sun Life Financial • terrebonne, Canada
Role Description
Step into a fulfilling career with Sun Life as a Financial Advisor in Montreal Nord-Est. Gain financial independence while empowering clients with tailored financial advice and solutions.
In the role of Financial Advisor, Sun Life provides you with comprehensive training and resources designed to build your own business. You will engage with clients to review their needs, offering expert guidance in life and health insurance, all while enjoying a supportive environment. This position allows you to leverage innovative technology and marketing efforts for long-term success.
Key Responsibilities:
• Expand your client base through prospecting
• Conduct meetings to discuss clients’ financial objectives
• Recommend suitable insurance products
• Create personalized financial plans for clients
• Foster client relationships for ongoing referrals
Requirements:
• Driven and entrepreneurial mindset
• Proven goal-oriented approach
• Excellent interpersonal communica...
In the role of Financial Advisor, Sun Life provides you with comprehensive training and resources designed to build your own business. You will engage with clients to review their needs, offering expert guidance in life and health insurance, all while enjoying a supportive environment. This position allows you to leverage innovative technology and marketing efforts for long-term success.
Key Responsibilities:
• Expand your client base through prospecting
• Conduct meetings to discuss clients’ financial objectives
• Recommend suitable insurance products
• Create personalized financial plans for clients
• Foster client relationships for ongoing referrals
Requirements:
• Driven and entrepreneurial mindset
• Proven goal-oriented approach
• Excellent interpersonal communica...