Financial Services Consultant

Description:

• 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.

• 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

• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.