Insurance Sales Representative

Description:

This position works within Independent Insurance Distribution within Sun Life Retail Advice & Solutions. The purpose of this role is to support the promotion, education and sales of Sun Life insurance products to independent advisors. A key focus of the role is to engage new advisors to help expand the breadth of our product shelf.

This position plays a key role in the acquisition and support of individual life and health business using knowledge of Sun Life’s products, processes, the illustration tools, the competition and concepts using insurance products.

What will you do?

• Strategic prospecting of new advisors to increase sales, including following up on leads.

• Partner with Regional Sales Directors to generate insurance sales through advisors in the MGA and National Account distribution channels.

• Use daily phone contact with advisors and insurance specialists to build relationships.

• Increase productivity of existing advisors who have done limited insurance business with Sun Life.

• Promote and recommend Sun Life product illustrations and sales strategies.

• Provide individual case support for new and existing business partners with the goal of helping advisors understand Sun Life products, processes and to place new business.

• Work with advisors in competitive situations to provide the support needed to win the sale.

• Provide life and health product and illustration training, including awareness of sales strategies and the sales cycle to independent advisors via phone and virtual conferencing tools.

• Participate in outbound contact campaigns designed to raise awareness of the team and its ability to support advisors.

• Proactively identify advisors for potential opportunities.

• Participate in post-launch sales initiatives to develop advisor interest in campaigns and product enhancements, with the goal of generating sales and increasing market share.

• Work with the Regional Director to develop a tactical plan for the region that will provide direction for the marketing and sale of Sun Life products and services within the firms.

• Maintain knowledge of our current and future product shelf as developed.

• Create and maintain activities, opportunities, tasks and events on SalesForce.

• Respond to inquiries about Sun Life's individual life and health products and processes.

What do you need to succeed?

• 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.

• Knowledge of life and health insurance products within the market.

• Solid understanding of the independent distribution channel.

• Life license would be considered an asset.

• Proven effective problem solving and complaint resolution skills.

• Ability to prioritize competing inquiries from phone and e-mail and multi-task a variety of requests.

• Strong phone and active listening skills.

• Demonstrated proficient interpersonal skills with excellent verbal and written communication.

• Proficient in sales discovery conversations (understand the advisor's business).

• Strong time management skills.

• Strong team player.

• Strong presentation skills.

• Ability to take initiative