Retirement Consultant - Sun Life, Toronto

AI Summary

This Retirement Consultant role at Sun Life in Toronto, Ontario, focuses on helping clients achieve their financial goals.

You'll connect with Group Retirement Savings plan members, providing personalized retirement and wealth solutions while driving sales results.

Key requirements include a valid Life Insurance License (LLQP) and 1-3 years of sales experience in financial services.

Strong communication and relationship-building skills are essential for this client-centric position.

About the Opportunity at Sun Life

At Sun Life, you'll discover a unique opportunity to make a significant impact on the financial lives of Canadians. This Retirement Consultant position is more than just a sales role; it's a chance to combine your passion for helping people with your ability to influence and educate. You'll work exclusively with existing Sun Life clients, focusing on maximizing their retirement savings and helping them achieve their long-term financial goals. This means no cold calling or prospecting for new clients, allowing you to concentrate on building deep, lasting relationships. You'll be encouraged, empowered, and challenged to be your best self, working alongside dynamic colleagues who are experts in their fields. Your leaders will inspire you to reach your potential, ensuring every day brings new and exciting opportunities to make life brighter for our valued clients.

Key Responsibilities and Client Engagement

As a Retirement Consultant with Sun Life, you'll be instrumental in building meaningful relationships with Group Retirement Savings plan members through proactive outbound and inbound client conversations. Your primary focus will be to identify sales opportunities and recommend appropriate retirement and wealth solutions tailored to each client's unique goals, life stage, and financial needs. You'll support clients through comprehensive retirement planning discussions, helping them take decisive action on investment and retirement recommendations. Delivering a consultative sales experience is paramount, as it builds trust, strengthens client loyalty, and ultimately drives business growth for Sun Life. You'll be expected to meet and exceed individual sales and client experience objectives, educating clients on complex retirement and investment concepts by simplifying them into actionable solutions. Staying informed on industry trends, products, planning strategies, and regulatory requirements is crucial to delivering relevant and timely financial advice to every client.

Qualifications and Career Growth

To excel in this Retirement Consultant role, you'll need a valid and active Life Insurance License (LLQP) and a minimum of 1-3 years of sales experience within the financial services, wealth management, insurance, or banking industries. Experience providing financial advice and investment recommendations is considered a strong asset. We are seeking individuals with strong sales, communication, and relationship-building skills, capable of quickly building trust and engaging effectively with diverse clients over the phone. A proven ability to uncover client needs and confidently recommend tailored solutions, coupled with a track record of achieving sales goals, is essential. Sun Life values self-motivated professionals with strong time management and organizational skills, a growth mindset, and a passion for continuous learning. Joining Sun Life means access to clear career growth and development pathways, an inclusive culture, and a comprehensive flexible benefits program, including a robust defined contribution pension plan. You'll find purpose-driven work, helping Canadians build financial security for life, supported by a market-competitive total compensation package that includes a base salary and variable sales incentives.