Financial Services Consultant, Insurance Rollover, Client Services Centre

3 weeks ago

Québec QC, Canada Sun Life Financial Full time

Financial Services Consultant, Insurance Rollover, Client Services Centre page is loaded Financial Services Consultant, Insurance Rollover, Client Services Centre Apply locations Montreal, Quebec time type Full time posted on Posted 6 Days Ago job requisition id JR00088492

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll 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, you'll 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:

Schedule:

  • Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m. 

  • Employees are scheduled for a consistent shift three out of four weeks.

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant; Insurance Rollover your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. 

As a member of our Client Services team, you will support Sun Life clients with their insurance needs by speaking with clients over the phone / video and providing recommendations that meet their needs. 

What will you do:

  • Receive inbound calls and transferred sales leads (no cold calling) from Sun Life’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.

What you need to succeed:

  • Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.

  • Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.

  • 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

What we have to offer:

  • A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work.

  • Competitive base salary with a quarterly bonus based on sales results.

  • Rewards and Recognitions program which celebrates performance excellence

Comprehensive flexible benefits program including:

  • 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.

  • Hybrid work environment

Mandatory requirement:

  • Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

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 thebrightside@sunlife.com .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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.

Job Category:

Sales - SIP

Posting End Date:

06/02/2024 Similar Jobs (1) Bilingual Client Services Representative, Investment funds locations 3 Locations time type Full time posted on Posted 4 Days Ago

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.

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