Sun Life Financial Services Representative
4 weeks ago
As a Sun Life Financial Advisor, you will play a key role in building and maintaining strong relationships with clients to understand their financial objectives and provide tailored financial planning solutions. Your responsibilities will include analyzing clients' financial situations, identifying their needs, and recommending suitable products and services offered by Sun Life Financial.
Key Responsibilities:- Develop and Maintain Client Relationships: Foster strong relationships with clients to understand their financial goals and provide personalized financial planning solutions.
- Assess Client Financial Status: Analyze clients' current financial situations to identify areas for improvement and develop comprehensive financial plans.
- Meet Sales Targets: Achieve sales targets and contribute to the overall growth of the business by recommending suitable products and services.
- Stay Up-to-Date with Industry Trends: Participate in ongoing training and professional development to enhance knowledge of financial markets, products, and industry trends.
Qualifications:
- Bachelor's Degree: A bachelor's degree is required for this role.
- Strong Communication Skills: Excellent communication and interpersonal skills are essential for building and maintaining strong client relationships.
- Sales-Oriented: A sales-oriented approach is necessary to achieve sales targets and contribute to business growth.
This is a commission-based position, offering unlimited income potential. The role involves flexible working hours, allowing you to work anywhere and anytime. If you are a motivated and sales-driven individual looking to build a successful career in financial services, we encourage you to apply.
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