Location
montreal (administrative region)
Job Type
Full-time
Posted
June 27, 2026
Job Description
Elevate your sales career with Sun Life as an Inside Sales Representative in Montreal. This hybrid role focuses on wealth solutions and capital market insights for clients.
In this full-time position, you will partner with Wealth Sales Directors to drive business through investment channels, utilizing your sales experience in the financial services sector. As a key member of the team, you’ll build strong relationships with investment advisors to grow sales for Sun Life’s wealth offerings while ensuring exceptional client engagement and support.
Key Responsibilities:
• Build relationships with investment advisors via proactive calls
• Generate sales through IIROC, MFDA, and MGA channels
• Assist with competitor analysis and business building practices
• Organize and execute conference calls and webcasts
• Input and manage CRM/database for client interactions
Requirements:
• Bachelor's degree in Commerce, Finance, or Business
• Minimum 3 years of sales exper...
In this full-time position, you will partner with Wealth Sales Directors to drive business through investment channels, utilizing your sales experience in the financial services sector. As a key member of the team, you’ll build strong relationships with investment advisors to grow sales for Sun Life’s wealth offerings while ensuring exceptional client engagement and support.
Key Responsibilities:
• Build relationships with investment advisors via proactive calls
• Generate sales through IIROC, MFDA, and MGA channels
• Assist with competitor analysis and business building practices
• Organize and execute conference calls and webcasts
• Input and manage CRM/database for client interactions
Requirements:
• Bachelor's degree in Commerce, Finance, or Business
• Minimum 3 years of sales exper...
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