Job Description
Transform lives as a Financial Advisor with Sun Life, where your unique background can help clients achieve financial security. Build rewarding relationships and enjoy unlimited earning potential.
In this role, you will focus on developing connections with clients and creating tailored financial plans. Your career will be driven by your passion for helping others, alongside ongoing training and robust local support. Sun Life values independence, allowing you to create a versatile work schedule while impacting your community.
Key Responsibilities
- Prepare strategies to attract and connect with clients
- Conduct meetings with prospective and existing clients
- Review financial states and future goals
- Build customized financial roadmaps for clients
- Recommend insurance and investment products
Requirements
- History of academic or qualified achievements
- Robust communication and relationship-b...