Client Relationship Consultant at Sun Life

Elevate client engagement as a Client Relationship Consultant with Sun Life, working in a hybrid model in Montreal. Provide vital support on Group Retirement Savings and Insurance Benefit plans with proactive outreach.
In this role, you will leverage 2-3 years of financial services experience to build strong relationships with existing Sun Life clients. You’ll advise clients on savings, retirement income, and insurance while facilitating product enrollment. Your financial planning skills will help clients achieve their goals by creating personalized investment risk assessments and reviewing options for asset consolidation.
Key Responsibilities:
• Proactively call clients to build and strengthen relationships
• Provide investment and protection advice tailored to needs
• Partner with clients for retirement readiness and planning
• Review investment portfolios and assist in consolidating assets
• Contribute to sales goals by highlighting plan benefits
Requirements...