Wealth Sales Representative

sunlife; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

15 vacation days per year

Flexible Benefits

Pension, stock and savings programs

Job summary

Sun Life Global Investments seeks a highly motivated internal sales professional to drive results across its Canadian wealth distribution network. You will partner with the Wealth Sales Director to generate sales, support advisors, and use CRM tools to prioritize activities within your territory.

The role offers a hybrid work environment with a competitive base salary and an aggressive variable compensation plan tied to sales performance.

Qualifications

• Minimum 3 years of sales experience.
• Bachelor's degree, preferably in 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.

Responsibilities

• Generate sales within assigned territory by partnering with Wealth Sales Director.
• Assist investment advisors and insurance specialists with Sun Life Global Investments' solutions.
• Generate sales and leads via outbound calls and emails.
• Utilize CRM/database to plan activities with advisors.

Skills

Sales experience

Communication skills

Entrepreneurial mindset

Capital markets interest

Phone-based outreach

Education

Bachelor's degree

Tools

CRM software

Job description

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.

Job Description:

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

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named " Best Places to Work " by Glassdoor, 2021 and 2023
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work® , for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

Base Pay range

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in var