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About the Role
As a licensed Financial Services Consultant; Insurance Rollover, your work will directly contribute to Sunlife's mission of helping clients achieve lifetime financial security and live healthier lives. You will support clients with their insurance needs by speaking with them over the phone/video and providing recommendations that meet their needs.
Responsibilities
- Receive inbound calls and transferred sales leads from Sunlife’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.
Requirements
- 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 or 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 have the ability to work independently
Skills
- Sales
- Insurance
- Communication
- Interpersonal skills
- Listening
- Relationship building
Location
- Downtown Toronto
Work Type
- Hybrid
Experience Level
- 2-3 years
Education Level
- College or university degree or equivalent related experience
Salary/Compensations
- $65,000 - $98,000
Benefits
- Competitive base salary with a quarterly bonus based on sales results.
- Rewards and Recognitions program
- Comprehensive flexible benefits program
- 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.
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.
- 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
- 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 thebrightside@sunlife.com.