Bilingual Financial Services Consultant- Wealth
Core
Help existing Sun Life clients maximize retirement savings and achieve financial goals through phone and video consultations without cold calling.
Role type
Licensed Financial Services Consultant (Wealth)
Builds
Long-term client relationships and personalized financial outcomes for existing Group Retirement Savings plan members.
Domain
Financial Services / Wealth Management / Retirement Planning
Deliverable
client delivery
Required skills
Financial product recommendation, client needs discovery, objection handling, sales effectiveness, regulatory compliance, bilingual communication (oral/written), phone/video consultation
Preferred skills
Experience selling investment/retirement products, simplifying complex financial topics, strong listening skills, self-motivation
Technologies
Sun Life products, Group Retirement Savings plans
Responsibilities
Proactively contact existing clients leaving employer plans to discuss asset retention; Conduct phone and video consultations to understand client goals; Recommend savings, investment, and insurance solutions; Build professional client relationships; Stay current on products and market trends; Own sales activity and results
Seniority
Individual Contributor, mid-level sales role