Independent Financial Advisor

Position: Independent Financial Advisor at Sun Life
Take charge of your financial advisory career with Sun Life as an Independent Financial Advisor. Leverage industry-leading technology and personalized marketing to build your client base and income.
This role empowers you to grow your own business within your network and community. You will meet clients to review their financial goals and provide tailored life and health insurance advice. Building relationships and engaging in continuous learning are key to your success in delivering ongoing financial solutions.

Key Responsibilities:

• Prospect and grow your client base within your community

• Meet clients to assess their financial goals

• Advise clients on life and health insurance products

• Deliver long-term investment strategies and retirement solutions

• Cultivate referrals to expand your business
Requirements:

• Self-motivated with an entrepreneurial mindset

• Strong work ethic and goal orientation

• Excellent communication and persuasive skills

• Business development and prospecting experience

• Bilingualism required for Quebec candidates
Set yourself up for success in a commission-based advisory role with Sun Life.
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