Prospr Advisor

Be part ofauniquechange!..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 are a team player who enjoys helping Canadians meet their short and long-term financial goals. Are you a solution orientedandeffectivecommunicator who uses active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement personal growth and your professional development

Above all you do get satisfaction and enjoyment in helping others If so apply or reach out to our recruiter Katy today! Shes friendly available for all your questions and has a lot of information to share since shes been recruiting for Prospr since it was first established in 2019.

Whyjoinour team under the sun The reasons are as diverse as the people who work here. Here are some examplesof whats in it for you:

• Work under a hybrid model where you get to balance home and life by collaborating with your peers and managers in our Sun Life offices located in downtown Toronto a few days per week.

• CompetitiveSalary and annual incentive plan

• A Comprehensive benefits package which includes:

-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 ofa newandevolvingProspr Team you will be contributing to shaping the future of the business!

• Thechanceto work in a positive dynamic and collaborative work environment where you are encouraged to share your ideasand be heard

Reporting to the Manager Prospr what will you do
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 teams ongoing success by identifying continuous improvement opportunities to help improve the client experience and products and services offered
Foster and participate in a work environmentwhich values people invites creativity celebrates learning and accountability and encourages employee engagement

What do you need to succeed

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.

Required Licensing:

A valid and active Life License (LLQP) or Insurance of person license in Quebec (1a)
A completed CSC or IFIC course

Assets:

CFP/Fin. Pl. designation
Experience in blended or outbound Call Centre or telephone servicing
Sun Life Individual Insurance and Investment product knowledge
Experience using client relationship management
Ability to leverage digital tools to create engaging client interactions

**base compensation for this role typically ranges between $60 000 and $62 000 annually