Wealth Sales Representative in Toronto

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

About the role:

We have a fantastic opportunity for a highly motivated and ambitious sales professional to drive results with one of the most forward-looking asset management firms in Canada. This internal sales position works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers from around the world to offer a line-up of unique world class investment solutions. We offer a competitive base salary along with an aggressive variable compensation plan that rewards performance based on the achievement of outstanding sales results.

What will you do?

• Partner with the Wealth Sales Director (external wholesaler) and a Wealth Sales Coordinator (administrative coordinator) to generate sales within your assigned territory.
• Assist investment advisors and insurance specialists with Sun Life Global Investments’ solutions, business building practices and competitor analysis.
• Generate sales and lead development through proactive outbound telephone calls and email communications.
• Input & utilize the CRM/database with all the information pertaining to designated region in order to plan and prioritize activities with advisors.
• Participate in national, regional, and project group meetings, sharing feedback and information and actively participate in sales workshops.
• Organize and execute conferences calls and webcasts to liaison product and practice management.
• Assist wholesaler in developing client base segmentation and a strategic business plan to increase sales from advisors in region.
• Travel to branches, conferences and advisor functions within designated regions in order to further develop advisor relationships (2-4 times annually).

What do you need to succeed?

• Minimum 3 years of sales experience; preferably working in the financial services industry.
• Minimum Bachelor's degree, preferably in a field such as Commerce, Finance, or Business.
• Extremely strong sales aptitude; entrepreneurial in nature.
• Passion for following and understanding capital markets.
• Ability to build credibility and rapport with clients over the phone.
• Strong listening and communication skills with the ability to simplify complicated financial concepts.
• Ability to organize, prioritize and execute sales plans while working within a team.
• Professional pose with strong business etiquette.

Preferred Skills:

• CSC or IFIC certification or working towards is strongly preferred.
• Financial service industry designations, such as CFP, CIM or CFA, are an asset.

What's in it for you?

• Hybrid work environment.
• A friendly, collaborative, and inclusive culture.
• 15 vacation days per year.
• Flexible Benefits from the day you join to meet the needs of you and your family.
• Pension, stock and savings programs to help build and enhance your future financial security.
• The opportunity to move along a variety of career paths with amazing networking potential.
• Access to our Global Learning Centre, available 24/7 for your learning needs.
• Wellness programs that support the three pillars of your health – mental, physical and financial.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.