Financial Services Consultant- Insurance

Sun Life • Montreal, QC

3d • Hybrid

About The Position

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant; Insurance Rollover your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their insurance needs by speaking with clients over the phone / video and providing recommendations that meet their needs.

Requirements

• Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.
• Experience selling insurance products over the phone is an asset.
• Completion or a college or university degree or equivalent related experience
• Strong interpersonal and communication skills (verbal and written)
• Ability to quickly build rapport and relationships with clients over the phone / video conferencing
• Effective listening skills and the ability to ask probing questions to understand needs
• Self motivated and have the ability to work independently
• Bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.
• Valid and active Life Insurance License (LLQP) or PQAP

Responsibilities

• Receive inbound calls and transferred sales leads (no cold calling) from Sun Life’s Group Benefits members who are leaving their employer benefit plan and want to convert their health and dental, life insurance and/or critical illness benefits to an individual plan.
• Provide consultation to members by reviewing their options and recommending solutions that are aligned to their needs and help them through a period of transition.
• Contribute to sales targets by meeting or exceeding objectives.

Benefits

• A focus on the mental, physical, and financial health and wellbeing of our Employees
• Competitive base salary with a quarterly bonus based on sales results.
• Rewards and Recognitions program which celebrates performance excellence
• Comprehensive flexible benefits program including: Medical, dental, life, critical illness, and disability insurance
• Lumino Health Virtual Care
• Robust defined contribution pension plan
• Stock Ownership and Savings Programs
• Tuition assistance
• Licensing fees covered
• Career growth and professional development opportunities.
• Dynamic team environment and coaching from Managers.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree