Financial Services Consultant- Insurance

Job Description

As a licensed Financial Services Consultant, you will support Sun Life clients with their insurance needs by speaking with clients over the phone or video and providing recommendations that meet their needs.

Location

Hybrid (one day a week in office – Downtown Toronto or Downtown Montreal)

Schedule

• Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m.
• Employees are scheduled for a consistent shift three out of four weeks.

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.

Qualifications

• 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 of 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 able to work independently.
• Bilingualism (French, English, both oral and written) is required for Quebec only.

Mandatory Requirement

• Valid and active Life Insurance License (LLQP) or PQAP.

Benefits

• Focus on the mental, physical, and financial health and wellbeing of employees.
• Competitive base salary with a quarterly bonus based on sales results.
• Rewards and Recognition program celebrating 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.

Equal Opportunity Employer

We welcome applications from qualified individuals from all backgrounds.