Financial Service Consultant- Insurance

Sun Life • Montreal, QC

7d • Hybrid

About The Position

Sun Life is seeking a self-starter Financial Services Consultant (FSC) who excels at building relationships, managing a pipeline of leads, and demonstrating the value of Sun Life's offerings. This hybrid role requires coming into the downtown Montreal office once per week. The position involves engaging members over the phone who are transitioning from their employer plans, uncovering their insurance needs, and recommending suitable solutions. The consultant will report to the Sales Manager, Client Solutions, and will be instrumental in helping clients achieve lifetime financial security and healthier lives within a supportive, flexible, and inclusive work environment.

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 Clients 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 a 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

Nice To Haves

• Sales experience preferred

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

• Comprehensive benefits package including: 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
• Market-competitive total compensation package, including a base salary and variable incentive
• Eligible to participate in a sales incentive plan with industry-leading incentive payout opportunities

What This Job Offers

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