Sun Life
Independent Financial Consultant at Sun Life
Job Description
Pursue an independent career as a Financial Consultant with Sun Life in Windsor Essex/Kent. Build lasting client relationships while enjoying the freedom to shape your financial advising practice with unmatched earning potential.
In this role, you'll connect with clients on their financial journeys, assisting them in structuring their goals and plans. With a focus on personal growth and ongoing support from Sun Life, you're empowered to enhance your career while helping others thrive.
Key Responsibilities:
• Develop client attraction strategies
• Facilitate meetings with new and existing clients
• Analyze clients’ financial goals and situations
• Create comprehensive financial plans
• Suggest suitable financial products based on client needs
Requirements:
• Bachelor's degree with relevant professional background
• Strong communication and relationship-building skills
• Self-disciplined and results-oriented mindset
• Committed to lifelong learning and...
In this role, you'll connect with clients on their financial journeys, assisting them in structuring their goals and plans. With a focus on personal growth and ongoing support from Sun Life, you're empowered to enhance your career while helping others thrive.
Key Responsibilities:
• Develop client attraction strategies
• Facilitate meetings with new and existing clients
• Analyze clients’ financial goals and situations
• Create comprehensive financial plans
• Suggest suitable financial products based on client needs
Requirements:
• Bachelor's degree with relevant professional background
• Strong communication and relationship-building skills
• Self-disciplined and results-oriented mindset
• Committed to lifelong learning and...