Sun Life Global Solutions Canada | Bilingual Financial Services Consultant- Wealth

Responsibilities

• Here, you’ll be encouraged, empowered and challenged to be your best self.
• Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.
• Discover how you can make a difference in the lives of individuals, families and communities around the world.
• As a licensed Financial Services Consultant, Wealth, you will play an important role in helping clients achieve lifetime financial security and live healthier lives.
• This role is eligible to participate in a sales incentive plan with industry-leading incentive payout opportunities.
• We thank all applicants for showing an interest in this position.
• You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.
• You'll spend your time helping clients maximize their retirement savings and achieve their financial goals—without cold calling or prospecting for new clients.
• You'll have the opportunity to leverage your sales expertise while building long-term client relationships and delivering meaningful financial outcomes.
• In this role, you will speak with existing Sun Life clients primarily by phone, and through video meetings when appropriate.
• You will uncover client needs, explain their options, provide personalized recommendations, and help them take action with confidence.
• Conduct primarily phone-based consultations, with video meetings as needed, to understand each client’s goals, financial situation, and future needs.
• Build meaningful relationships with Group Retirement Savings plan members by delivering a professional, personalized, and advice-driven client experience.
• Make an Impact Through Advice, Sales, and Client Relationships!
• Recommend appropriate savings, investment, and insurance solutions based on each client’s needs, life stage, and priorities.
• Use strong discovery skills to ask thoughtful questions, uncover opportunities, and help clients make confident financial decisions.
• Take ownership of sales activity, client follow-up, and results while contributing to a supportive, high-performing team culture.

Requirements

• Strong communication skills with the ability to build rapport quickly over the phone and through video, combined with confidence in asking questions, uncovering client needs, handling objections, and recommending solutions.
• Experience selling or recommending investment, retirement, or financial products is an asset, with demonstrated ability to simplify financial topics in a clear, client-friendly way.
• Strong listening skills with the ability to understand client needs and communicate complex financial information in an accessible manner.
• Self-motivated, goal-oriented mindset with the ability to work independently in a remote environment, coupled with a strong sense of ownership, professionalism, and accountability for client experience and sales results.

Sun Life Global Solutions Canada

Sun Life Global Solutions Canada is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Sunlife is a financial services company providing financial planning, life insurance, health insurance, investments and more."

Its finance, accounts, audit and tax openings in India are mostly in Toronto, Waterloo and Montreal.

• Industry: BFSI / Investments / Insurance