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Sun Life

Global financial services for insurance, investments

Prospr Advisor - Core

Wealth Management & Financial AdvisoryPosted on Nov 3
Full-timeToronto, ON, Canada

About the Job

Requirements

  • A bachelor's degree or at least 2 years of relevant experience.
  • Valid sales and service experience, preferably in insurance.
  • Strong knowledge of retail insurance products and a passion for them.
  • Experience doing business over the phone.
  • Availability for a variable Monday-to-Friday schedule between 8 a.m. and 8 p.m.
  • Excellent written and verbal communication skills.
  • Strong relationship-building skills.
  • Strong problem-solving skills.
  • Adaptability and resourcefulness.

Responsibilities

  • Proactively call and take calls from new and existing insurance clients to provide holistic advice.
  • Engage with individual insurance clients over the phone and through digital tools, identify their needs, and recommend solutions aligned with their goals.
  • Assess clients’ financial needs and recommend appropriate insurance solutions.
  • Conduct investment risk assessments and provide solutions aligned with clients’ investment profiles.
  • Work closely with the Branch Manager and support teams to stay current on product and regulatory updates.
  • Identify continuous-improvement opportunities to improve the client experience and the products and services offered.
  • Foster and participate in a work environment that values people, invites creativity, celebrates learning and accountability, and encourages employee engagement.

Desired Qualifications

  • Life License Qualification Program (LLQP) certification.
  • Experience in a blended or outbound call centre or telephone servicing.
  • Knowledge of Sun Life individual insurance products.
  • Experience using Salesforce.com for client relationship management.
  • Ability to use digital tools to create engaging client interactions.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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