SUN LIFE FINANCIAL ADVISOR - Manitoba
Core
Build long-term relationships with individuals, families, and business owners to help them achieve lifetime financial security and live healthier lives through insurance and investment products.
Role type
Independent financial advisor (sales)
Builds
Insurance and investment products for clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
relationship building, financial planning, sales, networking, self-motivation, goal setting, communication
Preferred skills
business development, ability to motivate others, professional accreditations (e.g., CFP, LLQP)
Responsibilities
Prepare and execute strategies to attract new clients, conduct meetings with prospective and existing clients, review current financial states and future goals, build financial roadmaps, recommend and implement suitable insurance and investment products, maintain client plans as life situations change, engage in ongoing training and professional development, network within the community