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Financial Services Representative

2 months ago

Montreal, Quebec, Canada Sun Life Financial Full time

{"h2": "Prosper Advisor Role at Sun Life Financial", "p": "As a Prosper Advisor at Sun Life Financial, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and communities around the world. Our dynamic team is passionate about sharing knowledge and expertise to help clients achieve lifetime financial security and live healthier lives.", "ul": [{"li": "Work with a team of experts who are dedicated to providing holistic Life, Health, and Wealth solutions for new and existing clients."}, {"li": "Contribute to our mission of helping clients achieve their financial goals and live a better life."}, {"li": "Engage with individual insurance and investment clients over the phone and through digital tools to provide tailored solutions."}], "h3": "Key Responsibilities", "ul": [{"li": "Help clients be 'retirement ready' through the use of planning tools and conduct investment risk assessments to provide solutions aligned with their investment profile."}, {"li": "Work closely with Branch Manager and support teams to stay current on product and regulatory updates."}, {"li": "Provide strong relationship building skills to engage with clients and deliver exceptional customer service."}], "h3": "Requirements", "ul": [{"li": "Bachelor degree or 2+ years of relevant experience in financial services."}, {"li": "Valid and active Mutual Fund license, sales and service experience."}, {"li": "Valid and active Insurance license, sales and service experience."}, {"li": "Experience doing business over the phone and strong communication skills."}, {"li": "Availability on a variable schedule Monday to Friday between 8am to 8pm."}], "h3": "Preferred Qualifications", "ul": [{"li": "Bilingualism (French, English, both oral and written) to effectively communicate with clients."}, {"li": "Experience in blended or outbound Call Centre or telephone servicing to provide exceptional customer service."}, {"li": "Experience using Salesforce to manage client relationships and provide tailored solutions."}, {"li": "Ability to leverage digital tools to create engaging client interactions and deliver exceptional customer service."}], "h3": "About Sun Life Financial", "p": "Sun Life Financial is a leading international financial services organization providing a wide range of protection and wealth products to individuals and groups. We are committed to creating a flexible work environment where our employees are empowered to do their best work.", "h3": "What We Offer", "ul": [{"li": "Medical, dental, life, and disability insurance to ensure the well-being of our employees."}, {"li": "Employee matched pension plan to support our employees' financial security."}, {"li": "Licensing fees covered to support our employees' professional development."}], "h3": "Why Join Us", "p": "At Sun Life Financial, we value diversity and inclusion and strive to create a workplace where everyone feels valued and empowered to contribute their best. If you are a team player who enjoys helping others and is passionate about making a difference in the lives of individuals and families, we encourage you to apply.", "lang_code": "en"}