Financial Advisor at Sun Life

2 weeks ago


Richmond, Virginia, United States Sun Life Financial Full time

Financial Advisor at Sun Life

Job Overview:
As a Financial Advisor, you will have the opportunity to foster long-lasting relationships with clients and assist them in their financial planning across various life stages.

Your Role:

In this purpose-driven career, you will:
- Provide valuable advice and implement tailored recommendations to help clients achieve their financial goals.
- Engage with individuals from diverse professional backgrounds, as success in this role is rooted in personal attributes rather than just qualifications.
- Enjoy the flexibility and independence to shape your work around your life priorities.


Key Responsibilities:

- Develop and execute strategies to attract and connect with new clients.
- Conduct meetings with prospective and existing clients to assess their financial situations and future aspirations.
- Create comprehensive financial plans to guide clients towards their objectives.
- Recommend and implement appropriate insurance and investment products aligned with clients' financial strategies.
- Maintain ongoing relationships with clients to ensure their plans evolve with their changing life circumstances.


What We Offer:

- Unlimited earning potential linked to your performance, providing a continuous income stream.
- Monthly bonuses to support your financial stability as you build your career.
- Comprehensive local support to help you develop the necessary skills for success.
- Recognition programs celebrating your achievements through various incentives.
- Access to cutting-edge technology for seamless business operations.


Who We Seek:

- Individuals with a proven track record of success in various fields.
- Those who thrive on building and nurturing relationships.
- Self-motivated, goal-oriented individuals with a strong work ethic.
- Continuous learners with a passion for helping others achieve financial security.


Join Us:

Become a part of Sun Life Financial and take charge of your future while making a meaningful impact in your community. We are committed to helping you grow and succeed in a supportive and inclusive environment.



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