Financial Service Consultant- Insurance

Sun Life • Montreal, QC

4d • CA$58,000 - CA$93,000 • Hybrid

About The Position

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.

It's an hybrid position. You will have to come in office (downtown Montreal) once per week. As a Financial Services Consultant (FSC) you are a self-starter who enjoys building relationships, managing a pipeline of leads and showcasing the value Sun Life brings. The prospect of engaging members over the phone who are leaving their employer plans energizes you. The journey of uncovering a member’s needs and recommending Insurance solutions to satisfy those needs inspires you.

Requirements

• Interpersonal, written, and oral communication skills
• 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.
• Listening skills and the ability to ask probing questions, understand concerns, and overcome objections
• Work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
• Must possess and professional and friendly attitude and be able to quickly develop a rapport with customers over the phone.
• Must possess and be able to demonstrate strong influencing and closing skills.
• Ability to learn and navigate new software quickly
• Valid and active Life Insurance License (LLQP/PQAP)
• Minimum 2 years of related sales and/or service experience (sales experience preferred)
• Excellent communication skills

Responsibilities

• Receive inbound calls and transferred sales leads from Group Benefits (GB) members who are leaving their employer, and want to convert their health and dental, life insurance and/or critical illness policies
• Provide phone consultation to members who have insurance needs by reviewing their options and recommending solutions that are aligned to their needs
• Build expertise on our range of Insurance products
• Fulfill the requirements of all key strategic priorities i.e. multi-product selling and partnering with Sun Life’s Career Sales Force
• Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems
• Meet Quality Assurance Requirements and other key performance metrics
• Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets

Benefits

• Medical, dental, life, and disability insurance
• Stock purchase plan
• 3 week paid vacation
• Tuition assistance
• Licensing fees covered
• Foster environment of continuous education committed to personal growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed