Licensed Retirement Consultant

Position: Licensed Retirement Consultant at Sun Life
Join Sun Life as a Licensed Retirement Consultant and build meaningful connections with clients. Focus on providing personalized pension strategies, maximizing their financial futures without cold calling.

In this role, you will engage with existing clients of Sun Life, helping them meet their retirement savings goals through tailored conversations. You’ll leverage your sales acumen and industry knowledge to deliver actionable retirement and wealth solutions. The driving force behind this position is client success, fostering long-term relationships that enhance their financial well-being.

Key Responsibilities:

• Conduct proactive client outreach over the phone

• Identify and recommend tailored retirement solutions

• Educate clients on investment concepts

• Deliver a consultative sales experience

• Meet sales and client experience objectives

Requirements:

• Valid and active Life Insurance License (LLQP)

• 1-3 years of sales experience in financial services

• Strong relationship-building and communication skills

• Proven track record in achieving sales goals

• Self-motivated with effective time management skills

Be a trusted advisor and help clients redefine their financial futures at Sun Life.
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