Prospr Advisor

Sun Life • Montreal, QC

3d • CA$58,000 - CA$93,000 • Hybrid

About The Position

At Sun Life Financial, the client is at the center of everything we do. As an LLQP and IFIC certified Prospr Advisor, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our dynamic team, you will provide holistic Life, Health and Wealth solutions for new and existing clients. You are a team player who enjoys helping Canadians meet their short and long-term financial goals. You are a solution-oriented and effective communicator, who uses active listening to understand client needs and provide tailored and timely recommendations. You thrive in a work environment committed to continuous improvement, personal growth, and your professional development. You get satisfaction and enjoyment in helping others.

Requirements

• Bachelor degree or 2+ years of relevant experience
• Valid sales and service experience (preferably in insurance)
• Strong knowledge and passion of retail insurance and investment products
• Experience doing business over the phone
• Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
• Availability on a variable schedule Monday to Friday between 8am to 8pm
• Excellent communication skills, both written and verbal
• Strong relationship building skills
• Strong problem solving skills
• Adaptable and resourceful
• 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.

Nice To Haves

• A valid and active Life License (LLQP) or Insurance of person license in Quebec (PQAP or 1a)
• A completed CSC or IFIC course
• CFP/Fin. Pl. designation
• Experience in blended or outbound Call Centre or telephone servicing
• Sun Life Individual Insurance and Investment product knowledge
• Experience using Salesforce.com for client relationship management
• Ability to leverage digital tools to create engaging client interactions

Responsibilities

• Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice
• Engage with individual insurance and investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals
• Assess clients’ financial needs and recommend an appropriate investment and/or insurance solution to meet those needs
• Help clients be ‘retirement ready’ through the use of planning tools.
• Conduct investment risk assessments and provide solutions aligned with their investment profile
• Work closely with Branch Manager and support teams to stay current on product and regulatory updates
• Maintain registration and licensing in good standing as an MFDA Dealing representative and Insurance Advisor across all provinces and territories in Canada
• Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
• Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement

Benefits

• Competitive Salary and annual incentive plan
• Medical, dental, life, and disability insurance
• Employee matched pension plan
• 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 career development
• The ability to be part of a new and evolving Prospr Team – you will be contributing to shaping the future of the business!
• The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level