Financial Service Consultant

Description:

Schedule:

• Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m.

• Employees are scheduled for a consistent shift three out of four weeks.

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Advisor; Insurance Rollover your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.

As a member of our Client Services team, 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.

What will you do:

• Receive inbound calls and transferred sales leads (no cold calling) 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.

What you need to succeed:

• 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.

• Minimum of 2-3 years of sales / service experience is required.

• 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