Your wealth sales support team
A Wealth of Solutions - your success is important to us
Within the Wealth team, our primary goal is to provide marketing support and business building solutions to advisors so you can position yourself as 'the one trusted advisor' for your clients financial needs. To support this, we offer the following:
Sun Life Financial brand, strength and integrity
We have held a respected and trusted position in the financial services industry for over 140 years. Independent parties have recognized our organization around the world for its strength and sustainability. Most importantly, your clients are familiar with Sun Life Financial. In fact, one in five Canadians already has a relationship with us.
Competitively designed and priced products
Not all clients are the same. You need products that are flexible and can evolve to meet their complex and changing needs. You'll appreciate our competitive pricing and product design and your clients will appreciate the security and flexibility our products offer.
Comprehensive sales strategy tools
We realize that a picture is worth a thousand words in the eye of your clients. That's why we provide you with more tools to create that picture than anyone else. From marketing materials such as fact sheets and case studies to reference papers and illustration software, we have what you require to do your job well. Best of all, these tools are available whenever you need them at sunlife.ca/advisor.
Across the region support
With regional sales offices and dedicated sales staff in locations across the country, you’re assured of having access to expert support when and where you need it. Whether you have a simple question about a policy, or an in-depth sales strategy request, our team of professionals offers highly personalized, first-rate service in your local area.
Plus, comprehensive sales support is available by telephone to provide an instant response to your questions and help you process your applications that much faster.