Financial Service Consultant- Insurance

5 hours ago


laval, Canada Sun Life Financial Full time

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: It's an hybrid position. You will have to come in office (downtown Montreal) once per week. As a Financial Services Consultant (FSC) you are a self-starter who enjoys building relationships, managing a pipeline of leads and showcasing the value Sun Life brings. The prospect of engaging members over the phone who are leaving their employer plans energizes you. The journey of uncovering a member’s needs and recommending Insurance solutions to satisfy those needs inspires you. Reporting to the Sales Manager, Client Solutions you will: Receive inbound calls and transferred sales leads from Group Benefits (GB) members who are leaving their employer, and want to convert their health and dental, life insurance and/or critical illness policies Provide phone consultation to members who have insurance needs by reviewing their options and recommending solutions that are aligned to their needs Build expertise on our range of Insurance products Fulfill the requirements of all key strategic priorities i.e. multi-product selling and partnering with Sun Life’s Career Sales Force Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems Meet Quality Assurance Requirements and other key performance metrics Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets Specific knowledge, skills, and abilities: Strong interpersonal, written, and oral communication skills Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide. Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment Must possess and professional and friendly attitude and be able to quickly develop a rapport with customers over the phone. Must possess and be able to demonstrate strong influencing and closing skills. Ability to learn and navigate new software quickly What you bring to the table: Valid and active Life Insurance License (A1) Minimum 2 years of related sales and/or service experience (sales experience preferred) Excellent communication skills Maximize your earning potential: Every day you can make money based on effort, while helping people at the same time Competitive Base Salary with the potential to earn up to 20% to 30% extra income Comprehensive benefits package including: Medical, dental, life, and disability insurance Stock purchase plan 3 week paid vacation Tuition assistance Licensing fees covered Foster environment of continuous education committed to personal growth and development #LI-Hybrid The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans,



  • laval, Canada Sun Life Financial Full time

    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...


  • Laval (administrative region), Canada Co-operators Full time

    A leading Canadian financial services co-operative is seeking a Client Service Consultant in Quebec to sell auto and property insurance. This role involves excellent client care, meeting sales targets, and responding to inquiries while supporting mostly English-speaking clients. The ideal candidate will have at least one year of office experience,...


  • Laval (administrative region), Canada Co-operators Full time

    A leading Canadian financial services co-operative is seeking a Client Service Consultant in Quebec to sell auto and property insurance. This role involves excellent client care, meeting sales targets, and responding to inquiries while supporting mostly English-speaking clients. The ideal candidate will have at least one year of office experience,...


  • Laval (administrative region), Canada Co-operators Full time

    A leading Canadian financial services co-operative is seeking a Client Service Consultant in Quebec to sell auto and property insurance. This role involves excellent client care, meeting sales targets, and responding to inquiries while supporting mostly English-speaking clients. The ideal candidate will have at least one year of office experience,...


  • Laval, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a career! We help our employees build their careers by encouraging continuing education and investing in training and development. We put our employees at the center of what we do, enabling them to grow personally and professionally, through projects and challenges that are motivating and rewarding. We inspire people to do...

  • Client service consultant

    28 minutes ago


    Laval, Quebec, Canada Co-operators Full time

    Company: CGICDepartment: Home and AutoEmployment Type: Regular Full-TimeWork Model: HybridLanguage: Bilingualism in English and French is required.Additional Information: This/these role(s) is/are currently vacantThe Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and...


  • Laval (administrative region), Canada Co-operators Full time

    OverviewJoin to apply for the Client service consultant role at Co-operators. This role is located in Quebec and requires proficiency in English on a regular basis.The OpportunityWe are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team delivers on this strategy by prioritizing...


  • Laval (administrative region), Canada Co-operators Full time

    OverviewJoin to apply for the Client service consultant role at Co-operators. This role is located in Quebec and requires proficiency in English on a regular basis.The OpportunityWe are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team delivers on this strategy by prioritizing...


  • Laval (administrative region), Canada Co-operators Full time

    Overview Join to apply for the Client service consultant role at Co-operators. This role is located in Quebec and requires proficiency in English on a regular basis. The Opportunity We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team delivers on this strategy by...


  • Laval, Canada KPMG Canada Full time

    Join to apply for the Consultant / Senior Consultant, Financial Modelling & Value Creation role at KPMG Canada Overview At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities around the world. We help companies grow and enhance shareholder value by...