Mortgage Advisor, Prospr by Sun Life

2 days ago


Toronto, Canada Sun Life Full time

Job Description :Be part of a unique change. At Sun Life Financial the client is at the center of everything we do. As an LLQP certified Prospr Advisor your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our dynamic team, you will provide holistic Life, Health and Wealth solutions for new and existing clients. You are a team player who enjoys helping Canadians meet their short and long-term financial goals. Are you a solution oriented and effective communicator, who uses active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement, personal growth, and your professional development .What will you do?Proactively call and take calls from new and existing insurance clients, with the goal of providing holistic advice.Engage with individual insurance clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals.Assess clients’ financial needs and recommend an appropriate insurance solution to meet those needs.Conduct investment risk assessments and provide solutions aligned with their investment profile.Work closely with Branch Manager and support teams to stay current on product and regulatory updates.Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered.Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement.What do you need to succeed?Bachelor degree or 2+ years of relevant experience Valid sales and service experience (preferably in insurance)Strong knowledge and passion of retail insurance products Experience doing business over the phone This role is to work a later shift (12PM-8PM) Monday-FridayExcellent communication skills, both written and verbal Strong relationship building skillsStrong problem solving skills Adaptable and resourcefulRequired Licensing:A valid and active Life License or courses completed (LLQP certification), allowing you to obtain the license immediately following the hire.What will be nice to have:Life License (LLQP) certificationExperience in blended or outbound Call Centre or telephone servicingSun Life Individual Insurance product knowledgeExperience using Salesforce.com for client relationship managementAbility to leverage digital tools to create engaging client interactionsWhat’s in it for you? We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® CanadaBe part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.Flexible Benefits from the day you join to meet the needs of you and your family.Pension, stock and savings programs to help build and enhance your future financial security.



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