Business Development Representative (Inside Sales)

Sun Life•Montreal, QC

16h•CA$58,000 - CA$93,000•Hybrid

About The Position

The Individual Insurance and Investments business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace. This 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 the best in asset management from around the world to offer a line-up of unique world class investment solutions.

Requirements

IFIC, CFP, CIM or CFA a plus
Minimum Bachelor's degree, preferably in a field such as Commerce, Finance, or Business
Minimum 3 years of sales experience; experience working in the financial services industry
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
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

Responsibilities

Partner with the Wealth Sales Directors (field wholesalers) and a Regional Sales Assistant (administrative coordinators) to generate sales through the IIROC, MFDA, and MGA investment channels
Use daily phone contact with investment advisors to build relationships, provide insight about capital markets and increase sales of Sun Life wealth solutions
Assist investment advisors and insurance specialists with Sun Life 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 connect/network