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About the Role
As a Financial Services Consultant (FSC), you will be a self-starter who enjoys building relationships, managing a pipeline of leads, and showcasing the value Sun Life brings. Engaging members over the phone who are leaving their employer plans and recommending insurance solutions to satisfy their needs will energize and inspire you.
Responsibilities
- 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 Life’s 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
Requirements
- Valid and active Life Insurance License (LLQP/PQAP)
- Minimum 2 years of related sales and/or service experience (sales experience preferred)
Skills
- Interpersonal, written, and oral communication skills
- Bilingualism (French, English, both oral and written)
- Listening skills and the ability to ask probing questions, understand concerns, and overcome objections
- Work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
- Professional and friendly attitude and able to quickly develop a rapport with customers over the phone
- Strong influencing and closing skills
- Ability to learn and navigate new software quickly
Location
- downtown Montreal
Work Type
- Hybrid
- Onsite (once per week)
Experience Level
- Minimum 2 years of related sales and/or service experience
Salary/Compensations
- 58,000 - 93,000
Benefits
- Medical, dental, life, and disability insurance
- Stock purchase plan
- 3 week paid vacation
- Tuition assistance
- Licensing fees covered
- Continuous education
- Personal growth and development
About the Company
- At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
- Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
- 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 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.
Equal Opportunity
- 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 thebrightside@sunlife.com.