Financial Services Consultant, Insurance Rollover, Client Services Centre
3 weeks ago
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. 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 - SIPPosting End Date:
29/11/2023Shine together
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.
Make life brighter
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.
Join a top employer for a brighter future. Visit Sun Life Careers
#J-18808-Ljbffr-
Représentant, Service client
1 day ago
Montreal, Canada Intact Financial Corporation Full timeNos employés sont au cœur de ce que nous faisons de mieux : aider les gens, les entreprises et la société à aller de l’avant dans les bons moments et à être résilients dans les moments difficiles. En vous joignant à notre équipe, vous contribuerez à ces efforts aux côtés de gens expérimentés et passionnés.Intégrez un milieu où vous...
-
Représentant, Service client
1 day ago
Montreal, Canada Intact Financial Corporation Full timeNos employés sont au cœur de ce que nous faisons de mieux : aider les gens, les entreprises et la société à aller de l’avant dans les bons moments et à être résilients dans les moments difficiles. En vous joignant à notre équipe, vous contribuerez à ces efforts aux côtés de gens expérimentés et passionnés.Intégrez un milieu où vous...
-
Représentant, Service client
15 hours ago
Montreal, Canada Intact Financial Corporation Full timeNos employés sont au cœur de ce que nous faisons de mieux : aider les gens, les entreprises et la société à aller de l’avant dans les bons moments et à être résilients dans les moments difficiles. En vous joignant à notre équipe, vous contribuerez à ces efforts aux côtés de gens expérimentés et passionnés.Intégrez un milieu où vous...
-
Représentant, Service client
2 hours ago
Montreal, Canada Intact Financial Corporation Full timeNos employés sont au cœur de ce que nous faisons de mieux : aider les gens, les entreprises et la société à aller de l’avant dans les bons moments et à être résilients dans les moments difficiles. En vous joignant à notre équipe, vous contribuerez à ces efforts aux côtés de gens expérimentés et passionnés.Intégrez un milieu où vous...
-
Consulting Services Director
4 weeks ago
Montreal, Canada Patrimonica Full timeIn general, the Senior Director will take charge of certain client files, in addition to reviewing the files ofadvisors and directors, ensuring the management of the consulting team in order to meet all deadlines andthe accuracy of files, and will offer support and training for the team.Position Description:• Participation in meetings with clients to fully...
-
Technicien Support Client
6 days ago
Montreal, Quebec, Canada Momentum Financial Services Group Full timeRepresentant des services financieres St-Michel Si c'est le cas, Momentum Financial Services Group souhaite que vous vous joigniez à notre équipe. En tant que représentant des services financières, vous aurez un impact positif sur les gens qui vivent dans votre communauté en faisant la promotion de nos produits et services financiers afin d'aider nos...
-
Senior Financial Accountant
2 days ago
Montreal, Canada The Maples Group (Financial Services) Full timePoste : Comptable financier principal Emplacement : Montréal, Canada Le Groupe Maples est un leader mondial des services financiers auquel font confiance bon nombre de gestionnaires de fonds de couverture, de sociétés de capital-investissement et d’entreprises internationales parmi les plus importants au monde. Nos équipes financières et...
-
Senior Financial Accountant
2 days ago
Montreal, Canada The Maples Group (Financial Services) Full timePoste : Comptable financier principal Emplacement : Montréal, Canada Le Groupe Maples est un leader mondial des services financiers auquel font confiance bon nombre de gestionnaires de fonds de couverture, de sociétés de capital-investissement et d’entreprises internationales parmi les plus importants au monde. Nos équipes financières et...
-
Senior Financial Accountant
1 day ago
Montreal, Canada The Maples Group (Financial Services) Full timePoste : Comptable financier principal Emplacement : Montréal, Canada Le Groupe Maples est un leader mondial des services financiers auquel font confiance bon nombre de gestionnaires de fonds de couverture, de sociétés de capital-investissement et d’entreprises internationales parmi les plus importants au monde. Nos équipes financières et...
-
client service clerk
2 weeks ago
Montreal, Canada Decathlon Canada Inc Full timeEducation: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsTasksTrain staffAnswer written and oral inquiriesAddress customers' complaints or concernsAnswer inquiries and provide information to customersMaintain records and statisticsObtain and examine all relevant information to assess client feedback, enquiries and...
-
client service clerk
2 weeks ago
Montreal, Canada Decathlon Canada Inc Full timeEducation: Expérience: EducationSecondary (high) school graduation certificateTasksTrain staffAnswer written and oral inquiriesAddress customers' complaints or concernsAnswer inquiries and provide information to customersMaintain records and statisticsObtain and examine all relevant information to assess client feedback, enquiries and complaints in the...
-
Retirement Consultant
1 week ago
Montreal, Canada Sun Life Full timeJob Description : Schedule: Must be available from 12h00 PM to 8h00 PM The Retirement Consultant team takes pride in educating and providing investment advice to group plan members who are approaching or at retirement (including supporting the conversion of their savings/assets to income products). Our Retirement Consultants are salaried advisors,...
-
Technicien Support Client
6 days ago
Montreal, Canada Momentum Financial Services Group Full timeRepresentant des services financieres - 8060 St-Michel Si c'est le cas, Momentum Financial Services Group souhaite que vous vous joigniez à notre équipe. En tant que représentant des services financières, vous aurez un impact positif sur les gens qui vivent dans votre communauté en faisant la promotion de nos produits et services financiers afin...
-
Financial services Agent Clientele
18 hours ago
Montreal, Canada Desjardins Full timeAs a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
-
Financial services Agent, Clientele
2 days ago
Montreal, Canada Desjardins Full timeAs a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
-
Senior Director, Consulting Services
3 weeks ago
Montreal, Canada Recrutement Full timeSENIOR DIRECTOR, CONSULTING SERVICESGenerally speaking, the senior director will take charge of certain client files, in addition to reviewing the files of advisors and directors, ensuring the management of the consulting team in order to respect all deadlines and the accuracy of the files , and will provide support and training to the team. He actively...
-
Montreal, Canada Alithya Full timePlease note that this is a remote position. The candidate will be working with Canada- or US-based clients during their office hours. There is minimal travel expected with this position. Do you want to experience the essence of a large organization in a company with a personal touch? Come and work with us! We are looking for creative, innovative,...
-
Montreal, Canada Alithya Full timePlease note that this is a remote position. The candidate will be working with Canada- or US-based clients during their office hours. There is minimal travel expected with this position. Do you want to experience the essence of a large organization in a company with a personal touch? Come and work with us! We are looking for creative, innovative,...
-
Montreal, Canada Alithya Full timePlease note that this is a remote position. The candidate will be working with Canada- or US-based clients during their office hours. There is minimal travel expected with this position. Do you want to experience the essence of a large organization in a company with a personal touch? Come and work with us! We are looking for creative, innovative,...
-
Financial Services Agent
1 week ago
Montreal, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial...