Financial Services Consultant

1 month ago

Montreal, Quebec, Canada Sun Life Full time

At Sun Life, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Consultant - Insurance Rollover Specialist, you'll play a critical role in supporting our clients with their insurance needs.

Key Responsibilities:

  • Provide consultation to clients by reviewing their options and recommending solutions that meet their needs.
  • Contribute to sales targets by meeting or exceeding objectives.
  • Support clients with their insurance needs by speaking with them over the phone/video and providing recommendations.

Requirements:

  • Minimum of 2-3 years of related sales experience in the financial services industry.
  • 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 of 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 able to work independently.

What We Offer:

  • A focus on the mental, physical, and financial health and wellbeing of our Employees.
  • 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).

  • Bilingual Financial Services Consultant

    2 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Job Title: Bilingual Financial Services ConsultantJob Summary:We are seeking a highly skilled Bilingual Financial Services Consultant to join our team at Sun Life Financial. As a Bilingual Financial Services Consultant, you will be responsible for providing exceptional customer service to our clients by answering their insurance-related inquiries and...

  • Bilingual Financial Services Consultant

    3 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Bilingual Financial Services ConsultantAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Bilingual Financial Services Consultant, you'll play a critical role in supporting our clients with their insurance needs.Key Responsibilities:Provide consultation...

  • Financial Services Advisor

    3 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial Services ConsultantAt Sun Life, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Consultant, you'll play a vital role in supporting our clients with their insurance needs, providing expert guidance and recommendations to help them navigate life's...

  • Bilingual Financial Services Consultant- Insurance Specialist

    3 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Financial Services Consultant- Insurance RolloverAs a licensed Financial Services Consultant- Insurance Rollover, 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.Key Responsibilities:Receive inbound calls and transferred sales leads from Sun Life's...

  • Financial Consultant Acquisition Specialist

    3 weeks ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Are you a results-driven professional looking for a challenging role in financial consulting? We are seeking a skilled Financial Consultant, Acquisition to join our team at MD Financial Management.As a Financial Consultant, Acquisition, you will play a critical role in nurturing long-standing client relationships and cultivating new ones. You will apply a...

  • Financial Services Consultant

    4 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Job SummaryManulife Investment Management (MIM) Advisor Group is seeking a highly skilled Inside Sales Consultant to join our team. As a Transition Consultant, you will play a critical role in connecting with employees in our group plans at Manulife, understanding their investment and other needs, and guiding them towards their financial goals.Key...

  • Financial Services Consultant

    4 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Job SummaryManulife Investment Management (MIM) Advisor Group is seeking a highly skilled Inside Sales Consultant to join our team. As a Transition Consultant, you will play a critical role in connecting with employees in our group plans at Manulife, understanding their investment and other needs, and guiding them towards their financial goals.Key...

  • Financial Services Consultant

    4 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Job SummaryManulife Investment Management (MIM) Advisor Group is seeking a highly skilled Inside Sales Consultant to join our team. As a Transition Consultant, you will play a critical role in connecting with employees in our group plans at Manulife, understanding their investment and other needs, and guiding them towards their goals.Key...

  • Financial Services Consultant

    4 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Job SummaryManulife Investment Management (MIM) Advisor Group is seeking a highly skilled Inside Sales Consultant to join our team. As a Transition Consultant, you will play a critical role in connecting with employees in our group plans at Manulife, understanding their investment and other needs, and guiding them towards their goals.Key...

  • Financial Services Consultant

    2 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    About the RoleManulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice to clients across the wealth spectrum. As a Financial Services Consultant, you will play a key role in connecting with employees in our group plans at Manulife to understand their investment and other needs.Responsibilities:Conduct...

  • Senior Financial Services Consultant

    3 weeks ago

    Montreal, Quebec, Canada https:www.pcrecruiter.netsitemap Full time

    Job Title: Senior Financial Services ConsultantOur client is a boutique consulting firm of top-notch technology professionals in the Financial Services industry. They have expert knowledge in the Capital Markets, Wealth & Investment Management, and Retail Banking sectors, offering their clients a winning combination of business and technical expertise.Key...

  • Financial Services Consultant

    4 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Job SummaryManulife Investment Management (MIM) Advisor Group is seeking a highly skilled Inside Sales Consultant to join our team. As a Transition Consultant, you will play a critical role in connecting with employees in our group plans at Manulife to understand their investment and other needs.Key ResponsibilitiesConduct one-on-one needs-based...

  • Financial Services Consultant

    4 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Job SummaryManulife Investment Management (MIM) Advisor Group is seeking a highly skilled Inside Sales Consultant to join our team. As a Transition Consultant, you will play a critical role in connecting with employees in our group plans at Manulife to understand their investment and other needs.Key ResponsibilitiesConduct one-on-one needs-based...

  • Financial Services Consultant

    4 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Job SummaryManulife Investment Management (MIM) Advisor Group is seeking a skilled Inside Sales Consultant to deliver financial and investment solutions to clients across the wealth spectrum. As a Transition Consultant, you will connect with employees in our group plans at Manulife to understand their investment and other needs, guiding and assisting them...

  • Financial Services Consultant

    4 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Job SummaryManulife Investment Management (MIM) Advisor Group is seeking a skilled Inside Sales Consultant to deliver financial and investment solutions to clients across the wealth spectrum. As a Transition Consultant, you will connect with employees in our group plans at Manulife to understand their investment and other needs, guiding and assisting them...

  • Financial Services Consultant

    2 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Job DescriptionManulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Financial Services Consultant plays a crucial role in the MIM Advisor Group, connecting with employees in our group plans at Manulife to understand...

  • Senior Technical Consultant

    1 month ago

    Montreal, Quebec, Canada Definity Financial Full time

    Job DescriptionThe Senior Risk Services Consultant will perform onsite property risk assessments for commercial insurance customers and prospects, including providing full reports to underwriters and developing recommendations to improve the customer's risk.Key Responsibilities:Conduct thorough property risk assessments to identify potential hazards and...

  • Senior Technical Consultant

    1 month ago

    Montreal, Quebec, Canada Definity Financial Full time

    Job DescriptionThe Senior Risk Services Consultant will perform onsite property risk assessments for commercial insurance customers and prospects, including providing full reports to underwriters and developing recommendations to improve the customer's risk.Key Responsibilities:Conduct thorough property risk assessments to identify potential hazards and...

  • Financial Services Consultant

    1 month ago

    Montreal, Quebec, Canada Manulife Full time

    Job SummaryManulife Investment Management (MIM) Advisor Group is seeking a highly skilled Inside Sales Consultant to join our team. As a Transition Consultant, you will play a critical role in connecting with employees in our group plans at Manulife to understand their investment and other needs, guiding and assisting them with respect to their plans going...

  • Financial Services Consultant

    1 month ago

    Montreal, Quebec, Canada Manulife Full time

    Job SummaryManulife Investment Management (MIM) Advisor Group is seeking a highly skilled Inside Sales Consultant to join our team. As a Transition Consultant, you will play a critical role in connecting with employees in our group plans at Manulife to understand their investment and other needs, guiding and assisting them with respect to their plans going...