Full-Time

Advisor – Prospr by Sun Life

Posted on 12/20/2024

Sun Life

Sun Life

10,001+ employees

Provides life, health insurance, and financial services

Fintech
Financial Services

Compensation Overview

$60k - $62kAnnually

+ Incentive Plans

Junior, Mid

Montreal, QC, Canada

Hybrid model requiring in-office presence in downtown Montreal a few days a week.

Category
Customer Success Management
Sales & Account Management
Requirements
  • A valid and active Life License (LLQP) or Insurance of person license in Quebec (1a), is a requirement of this role
  • Must have completed the CSC or IFIC course and be eligible to obtain a Mutual Funds (MFDA) license to apply.
  • Bachelor degree or 2+ years of relevant experience
  • Valid and active Mutual Fund license, sales and service experience
  • Valid and active Insurance license, sales and service experience
  • Strong knowledge and passion of retail insurance and investment products
  • Experience doing business over the phone
  • Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
  • Availability on a variable schedule Monday to Friday between 8am to 8pm
  • Excellent communication skills, both written and verbal
  • Strong relationship building skills
  • Strong problem solving skills
  • Adaptable and resourceful
  • 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.
Responsibilities
  • Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice
  • Engage with individual insurance and investment 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 investment and/or insurance solution to meet those needs
  • Help clients be ‘retirement ready’ through the use of planning tools
  • 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
  • Maintain registration and licensing in good standing as an MFDA Dealing representative and Insurance Advisor across all provinces and territories in Canada
  • 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

Sun Life offers a variety of financial services, including life insurance, health insurance, financial planning, and investment solutions. Their products are designed to help individuals, businesses, and institutions achieve financial security and improve their overall well-being. Sun Life operates in multiple regions, including Canada, the United States, Asia, and Europe, which allows them to serve a diverse client base. The company generates revenue through insurance premiums, fees for financial planning services, and returns from investment products. A key aspect that sets Sun Life apart from its competitors is its commitment to sustainability, with a goal of reaching net zero emissions by 2050.

Company Stage

IPO

Total Funding

N/A

Headquarters

null, null

Founded

1865

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing global health insurance market offers expansion opportunities for Sun Life's products.
  • AI integration in financial services can enhance Sun Life's planning and investment solutions.
  • Increased demand for personalized financial products aligns with Sun Life's tailored offerings.

What critics are saying

  • Rising interest rates may negatively impact Sun Life's investment portfolio returns.
  • Digital-first insurers offering lower premiums pose a competitive threat to Sun Life.
  • Regulatory changes in Asia could increase compliance costs for Sun Life's operations.

What makes Sun Life unique

  • Sun Life's global presence spans North America, Asia, and Europe, enhancing market reach.
  • Commitment to sustainability aligns with rising ESG investment trends, attracting eco-conscious clients.
  • Strong partnerships, like with Moneygment, expand digital access to insurance products.

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