Bilingual Insurance Associate

Sun Life • Montreal, QC

8d • $49,000 - $77,000 • Hybrid

About The Position

At Sun Life, the client is at the center of everything we do. As an Insurance Associate, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. In this role, you will play an integral part in supporting clients who are leaving their employer plan by encouraging them to consult with licensed representatives who can detail insurance solutions relevant to their unique situations. As an Insurance Associate, you are a team player who enjoys encouraging clients to become better informed of their financial stability as they go through a career transition. You are solution-oriented, a strong communicator, and use active listening to understand clients' unique situations and highlight the importance of receiving professional advice. As a member of the Client Solutions Centre (CSC), you will benefit from a culture of coaching and support, with motivational and inspirational leadership from your Rollover Sales Manager empowering you to make a difference in clients’ lives.

Requirements

• Excellent verbal and written communication skills with the ability to build credibility and rapport
• Preferred experience within an outbound or blended call centre
• 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
• Complete your LLQP license within a 3 months time frame of being hired

Responsibilities

• Proactively make calls to Group Benefits clients who are leaving their employer and looking to find solutions to satisfy their life insurance, critical illness and health and dental needs
• Encourage the importance for member to understand conversion rights and review financial security with a licensed representative
• Maintain a large pipeline of clients to ensure members are contacted in a timely fashion
• Introduce clients to a Sun Life Advisor to assist with an identified need for holistic financial advice
• Foster and participate in a work environment that values people, invites creativity, and celebrates learning
• Stay informed of departmental and industry product, policy, and procedure changes
• Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve our client experience

Benefits

• A Comprehensive benefits package which includes: Medical, dental, life, and disability insurance
• Stock purchase plan
• 3 weeks paid vacation
• Licensing fees covered
• The opportunity to work in an environment committed to continuous improvement as well as personal growth and development
• The opportunity for career progression by consistently exceeding your performance goals
• The opportunity to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees