Client Service Representative, Finance Specialist

3 weeks ago

Montréal 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 3 Days Ago job requisition id JR00088492 You are as unique as your background, experience and point of view. 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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Client Service Centre takes calls from clients between the hours of 8 a.m. Employees are scheduled for a consistent shift three out of four weeks.
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. 
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.
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.
Ability to quickly build rapport and relationships with clients over the phone / video conferencing
helping you to bring your best self to work.
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
Licensing fees covered
Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)

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. 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. 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.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.
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.
Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.
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.

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