Serve Sun Life clients as a bilingual Retirement Consultant, using consultative sales and financial advice in a hybrid Montreal work model.
As a licensed consultant, you will support Group Retirement Savings plan members through inbound and outbound phone conversations. You will uncover goals, recommend retirement and wealth solutions, and help clients act on investment recommendations. This role serves existing clients without cold calling or prospecting.
Key Responsibilities:
- Build relationships with Group Retirement Savings plan members
- Identify opportunities and recommend tailored retirement solutions
- Support retirement planning and investment recommendation discussions
- Educate clients on retirement and investment concepts
- Meet individual sales and client experience objectives
Requirements:
- Valid Quebec Life Insurance or Insurance of Persons license
- French and English fluency, oral and written
- One to three years of financial services sales experience
- Strong communication, sales, and relationship-building skills
- Time management, organization, and continuous learning mindset
Apply your bilingual communication, consultative selling, and retirement planning expertise to help Sun Life clients pursue financial security.
Bilingual Retirement Sales Consultant in Montréal employer: Sun Life Financial
At Sun Life, we pride ourselves on being an exceptional employer that fosters a supportive and inclusive work culture. With a commitment to employee growth, our unique Sabbatical Program and Care Days ensure that you can balance your professional and personal life while making a meaningful impact in the lives of our Clients. Located in vibrant areas like Waterloo King and Toronto York, you'll collaborate with passionate colleagues and inspiring leaders who are dedicated to helping you reach your full potential.
