Prospr Advisor at Sun Life Financial
Sun Life • ottawa, Canada
Role Description
Become a Prospr Advisor at Sun Life Financial, where you will empower clients to achieve their financial goals. Work in a hybrid model while providing expert Life, Health, and Wealth solutions.
As a certified LLQP and IFIC Prospr Advisor, you will deliver tailored financial advice to both new and existing clients. Your role involves using active listening and problem-solving skills to assess client needs and recommend suitable insurance and investment products. Join a team dedicated to personal growth, client satisfaction, and continuous improvement.
Key Responsibilities:
• Conduct needs assessments and recommend investment solutions
• Engage clients through phone and digital tools
• Help clients prepare for retirement using planning tools
• Collaborate with managers on product updates
• Identify opportunities for improving client experience
Requirements:
• Bachelor’s degree or 2+ years relevant experience
• Valid sales and service experience, preferably i...
As a certified LLQP and IFIC Prospr Advisor, you will deliver tailored financial advice to both new and existing clients. Your role involves using active listening and problem-solving skills to assess client needs and recommend suitable insurance and investment products. Join a team dedicated to personal growth, client satisfaction, and continuous improvement.
Key Responsibilities:
• Conduct needs assessments and recommend investment solutions
• Engage clients through phone and digital tools
• Help clients prepare for retirement using planning tools
• Collaborate with managers on product updates
• Identify opportunities for improving client experience
Requirements:
• Bachelor’s degree or 2+ years relevant experience
• Valid sales and service experience, preferably i...