Rollover Insurance Associate

Sun Life • Toronto, ON

8d • $51,000 - $80,200 • Hybrid

About The Position

At Sun Life, the client is at the center of everything we do. As an Insurance Associate, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. In this role, you will play an integral part in supporting clients who are leaving their employer plan by encouraging them to consult with licensed representatives who can detail insurance solutions relevant to their unique situations. As an Insurance Associate, you are a team player who enjoys encouraging our clients to become better informed of their financial stability as they go through a career transition. You are a solution-oriented, strong communicator, who uses active listening to understand clients' unique situations and highlight the importance of receiving professional advice. As a member of the Client Solutions Centre, you will benefit from our culture of coaching and support; through motivational and inspirational leadership, your Rollover Sales Manager will empower you to make a difference in our clients’ lives.

Requirements

• Excellent verbal and written communication skills with the ability to build credibility and rapport
• LLQP completed or actively in progress is an asset

Nice To Haves

• Preferred experience within an outbound or blended call centre

Responsibilities

• Proactively contact Group Benefits clients who are leaving their employer plans
• Provide information concerning transitioning out of their group insurance plans on life, critical illness and health and dental insurance
• Provide information concerning individual insurance coverages and other features
• Introduce clients to a Sun Life Financial Service Consultant to assist with life, critical illness and health and dental insurance
• Introduce clients to a Sun Life Advisor to assist with an identified need for holistic financial advice
• Ensure current and potential clients’ interactions and inquiries are accurately logged in Sales Pipeline management system
• Monitor and action daily contact priority list
• Contribute to the Client Solutions Centre’s ongoing success by providing suggestions and recommendations to help improve our clients’ experience and the products and services offered by sharing insights gained by dealing directly with clients
• Foster and participate in a work environment that values people, invites creativity, celebrates learning and accountability and encourages employee participation and engagement

Benefits

• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• Wellness programs that support the three pillars of your health – mental, physical and financial
• Licensing fees covered
• The opportunity to work in an environment committed to continuous improvement as well as personal growth and development
• The opportunity for career progression by consistently exceeding your performance goals
• The opportunity to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas.

What This Job Offers

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