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Wealth Sales Director – External Wholesaler
Sun LifeWealth Sales Director driving results through strong advisor relationships at Sun Life Global Investments. Conducting meetings, achieving sales targets, and leading a team in financial services.
About the role
Key responsibilities & impact- Conduct extensive in-person meetings with Investment & Financial Advisors
- Achieve sales targets for all products by leveraging established relationships while prospecting for new advisor relationships.
- Develop and execute on an unmatched advisor experience conducted via sales meetings and investor seminars.
- Represent and promote Sun Life Global Investments in the local financial community.
- Create and implement a thorough territory coverage plan.
- Monitor market trends, competitive landscape, and industry developments to inform sales strategies.
Requirements
What you’ll need- IIROC/FSB/MFDA/MGA industry sales experience
- University Degree or equivalent industry education
- Proven track record of achieving sales targets and growing market share.
- Strong communication, presentation, and relationship-building skills
- Strong knowledge of mutual funds, investment products, and financial markets
- Extensive knowledge of Wealth Management industry and the competitive landscape
- Ability to think and respond quickly, able to adapt to change within a rapidly growing and complex area of personal financial services
- Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset.
Benefits
Comp & perks- Diversity and inclusion have always been at the core of our values at Sun Life.
- Hybrid organization offering employees the choice and flexibility to work from both the office and virtually.
- Supportive, flexible, and inclusive work environment.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales targetsinvestment productsmutual fundsfinancial marketsterritory coverage planmarket trendscompetitive landscapesales strategies
Soft Skills
communication skillspresentation skillsrelationship-building skillsadaptabilityquick thinking
Certifications
Chartered Financial Analyst (CFA)Professional Financial Planner (PFP)Chartered Financial Planner (CFP)Chartered Investment Management (CIM)