SUN LIFE FINANCIAL ADVISOR - Northwest Territories, Yukon & Nunavut
Core
Independent financial advisor building long-term client relationships to provide advice and implement recommendations for lifetime financial security.
Role type
Independent sales IC financial advisor
Builds
Insurance and investment products
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
relationship building, financial planning, sales, client acquisition, networking, product recommendation, self-motivation, goal setting
Preferred skills
LLQP license, Mutual Fund license, CFP designation, business development, team motivation
Technologies
Leading-edge technology for business management
Responsibilities
Prepare and execute strategies to attract new clients, conduct meetings with prospective and existing clients, review current financial state and future goals, build financial roadmaps, recommend and implement insurance and investment products, maintain client plans as life situations change, engage in ongoing training and professional development, network within the community