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About the Role
As an LLQP certified Prospr Advisor, your work will directly contribute to Sun Life's mission of helping clients achieve lifetime financial security and live healthier lives. You will provide holistic Life, Health and Wealth solutions for new and existing clients, acting as a solution-oriented and effective communicator who uses active listening to understand client needs and provide tailored recommendations.
Responsibilities
- Proactively call and take calls from new and existing insurance clients, with the goal of providing holistic advice.
- Engage with individual insurance clients over the phone and through digital tools, focusing on identifying needs and recommending solutions aligned with their goals.
- Assess clients’ financial needs and recommend an appropriate insurance solution to meet those needs.
- 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.
- Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered.
- Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement.
Requirements
- Bachelor degree or 2+ years of relevant experience.
- Valid sales and service experience (preferably in insurance).
- Strong knowledge and passion of retail insurance products.
- Experience doing business over the phone.
- 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.
Skills
- Life License (LLQP) certification
- Blended or outbound Call Centre or telephone servicing experience
- Sun Life Individual Insurance product knowledge
- Salesforce.com for client relationship management
- Leveraging digital tools to create engaging client interactions
Location
- Toronto
Work Type
- Hybrid
Experience Level
- 2+ years of relevant experience
Education Level
- Bachelor degree
Salary/Compensations
- $65,000 - $98,000
Benefits
- Medical insurance
- Dental insurance
- Life insurance
- Disability insurance
- Employee matched pension plan
- Stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered
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 welcome applications from qualified individuals from all backgrounds.
Equal Opportunity
- 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.