Financial Service Consultant- Insurance
Financial Service Consultant- Insurance
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.
Job Description:
This role is to start end of August
Its an hybrid position. You will have to come in office (downtown Montreal) once per week.
As a Financial Services Consultant (FSC) you are a self-starter who enjoys building relationships managing a pipeline of leads and showcasing the value Sun Life brings. The prospect of engaging members over the phone who are leaving their employer plans energizes you. The journey of uncovering a members needs and recommending Insurance solutions to satisfy those needs inspires you.
Reporting to the Sales Manager Client Solutions you will:
Receive inbound calls and transferred sales leads from Group Benefits (GB) members who are leaving their employer and want to convert their health and dental life insurance and/or critical illness policies
Provide phone consultation to members who have insurance needs by reviewing their options and recommending solutions that are aligned to their needs
Build expertise on our range of Insurance products
Fulfill the requirements of all key strategic priorities i.e. multi-product selling and partnering with Sun Lifes Career Sales Force
Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems
Meet Quality Assurance Requirements and other key performance metrics
Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets
Specific knowledge skills and abilities:
Strong interpersonal written and oral communication skills
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.
Strong listening skills and the ability to ask probing questions understand concerns and overcome objections
Strong work ethic and self-starter able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
Must possess and professional and friendly attitude and be able to quickly develop a rapport with customers over the phone.
Must possess and be able to demonstrate strong influencing and closing skills.
Ability to learn and navigate new software quickly
What you bring to the table:
Valid and active Life Insurance License (A1)
Minimum 2 years of relatedsales and/or service experience (sales experience preferred)
Excellent communication skills
Maximize your earning potential:
Every day you can make money based on effort while helping people at the same time
Competitive Base Salary with the potential to earn up to 20% to 30% extra income
Comprehensive benefits package including:
Medical dental life and disability insurance
Stock purchase plan
3 week paid vacation
Tuition assistance
Licensing fees covered
Foster environment of continuous education committed to personal growth and development
#LI-Hybrid
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
56000/56 000 - 93000/93 000Job Category:
Sales - SIPPosting End Date:
11/07/2025Required Experience:
Contract
Employment Type
Full-Time
