Client-Focused Bilingual Consultant at Sun Life

Become a Bilingual Financial Services Consultant with Sun Life, based in Montreal. This role is dedicated to enhancing the financial outcomes of existing clients through expert advice and relationship-building.

In this engaging position, you will proactively assist Sun Life clients with their retirement and insurance needs. Your focus will be on understanding and addressing individual client situations, ensuring tailored recommendations that foster trust and loyalty.

Your role will empower clients to make informed financial decisions and secure their financial future.

Key Responsibilities:

• Proactively engage existing clients about their accounts

• Conduct consultations to explore financial goals

• Recommend personalized insurance and investment solutions

• Establish long-term relationships with clients through trust

• Stay updated on products, trends, and compliance regulations

Requirements:

• Required Life Insurance License in Quebec (LLQP or PQAP)

• Bilingual proficiency in French and English

• Effective communication and relationship management skills

• Sales experience in financial products preferred

• Motivated and accountable in a remote working environment

Support client journeys towards financial security and growth while developing your professional skills at Sun Life.
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