Full-Time

Financial Service Consultant-Insurance

Confirmed live in the last 24 hours

Sun Life

Sun Life

10,001+ employees

Provides life, health insurance, and financial services

Fintech
Financial Services

Compensation Overview

$56k - $93kAnnually

+ Quarterly Bonus + Incentive Plans

Junior, Mid

Montreal, QC, Canada

Hybrid position requiring one day a week in the office.

Category
Insurance
Finance & Banking
Required Skills
Sales
Requirements
  • 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.
  • 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
  • Valid and active Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)
Responsibilities
  • 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.

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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