Financial Services Consultant- Insurance

Sun Life•Toronto, ON

8d•Hybrid

About The Position

At Sun Life, clients are at the center of everything. As a licensed Financial Services Consultant, Insurance Rollover, you will directly contribute to the mission of helping clients achieve lifetime financial security and live healthier lives. As a member of the Client Services team, you will support Sun Life clients with their insurance needs by speaking with them over the phone or via video, providing recommendations that meet their specific needs. The role is hybrid, requiring one day a week in the Downtown Toronto office. The Client Service Centre operates from 8 a.m. to 8 p.m., and employees are scheduled for a consistent shift three out of four weeks. Sun Life fosters an environment where employees are encouraged, empowered, and challenged to be their best selves, working with dynamic colleagues and inspiring leaders to reach their potential.

Requirements

Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.
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
Valid and active Life Insurance License (LLQP)

Nice To Haves

Experience selling insurance products over the phone is an asset.

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; helping you to bring your best self to work.
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.
Hybrid work environment