Bilingual Financial Services Consultant

3 weeks ago

Montreal, Quebec, Canada Financière Sun Life Full time
Job Title: Bilingual Financial Services Consultant- Insurance

Join Financière Sun Life as a Bilingual Financial Services Consultant- Insurance and contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.

About the Role:

We are seeking a highly motivated and experienced Bilingual Financial Services Consultant- Insurance to join our team. As a key member of our Client Services team, you will be responsible for supporting 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 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.
  • 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 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).

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