Financial Services Consultant, Wealth (Virtual)
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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Your Home Office. A National Client Base. A Sales Career With Purpose.
Sun Life is growing its Group Retirement Services team and we are looking for talented, licensed Financial Services Consultants based in British Columbia or Alberta.
This is a fully remote sales role where you will connect with existing Sun Life Group Retirement Savings plan members across Canada. This role is ideal for someone who enjoys sales, is motivated by results, and wants to do meaningful work with the backing of one of Canada’s most trusted financial services brands. You will have access to an established client base, strong training and development, competitive compensation, and industry-leading incentive opportunities.
If you are driven, client-focused, and ready to grow your career in financial services sales, we encourage you to apply.
Why this role is special
This role focuses exclusively on existing Sun Life clients. You'll spend your time helping clients maximize their retirement savings and achieve their financial goals—without cold calling or prospecting for new clients. You'll have the opportunity to leverage your sales expertise while building long-term client relationships and delivering meaningful financial outcomes.
Make an Impact Through Advice, Sales, and Client Relationships!
At Sun Life , our clients are at the centre of everything we do. As a licensed Financial Services Consultant, Wealth, you will play an important role in helping clients achieve lifetime financial security and live healthier lives.
In this role, you will speak with existing Sun Life clients primarily by phone , and through video meetings when appropriate. You will uncover client needs, explain their options, provide personalized recommendations, and help them take action with confidence.
What you will do :
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Proactively contact existing Sun Life Group Retirement Savings plan members who are leaving, or have recently left, their employer retirement or savings plan to discuss the value of keeping their assets with Sun Life .
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Conduct primarily phone-based consultations, with video meetings as needed , to understand each client’s goals, financial situation, and future needs.
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Recommend appropriate savings, investment, and insurance solutions based on each client’s needs, life stage, and priorities.
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Build meaningful relationships with Group Retirement Savings plan members by delivering a professional, personalized, and advice-driven client experience.
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Use strong discovery skills to ask thoughtful questions, uncover opportunities, and help clients make confident financial decisions.
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Stay current on Sun Life products, industry trends, competitor offerings, regulatory expectations, and changes in the financial services marketplace.
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Take ownership of sales activity, client follow-up, and results while contributing to a supportive, high-performing team culture.
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Continuously strengthen your product knowledge, financial acumen, client conversation skills, and sales effectiveness.
What you need to succeed:
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Valid and active Life Insurance License (LLQP) or Insurance of Persons License in Quebec (PQAP)
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Strong communication skills with the ability to build rapport quickly over the phone and through video, combined with confidence in asking questions, uncovering client needs, handling objections, and recommending solutions.