Financial Service Consultant- Insurance

Job Description

It's an hybrid position. You will have to come in office (downtown Montreal) once per week.

As a Financial Services Consultant (FSC) you are a self-starter who enjoys building relationships, managing a pipeline of leads and showcasing the value Sun Life brings. The prospect of engaging members over the phone who are leaving their employer plans energizes you. The journey of uncovering a member’s needs and recommending Insurance solutions to satisfy those needs inspires you.

Reporting to the Sales Manager, Client Solutions you will :

Receive inbound calls and transferred sales leads from Group Benefits (GB) members who are leaving their employer, and want to convert their health and dental, life insurance and / or critical illness policies

Provide phone consultation to members who have insurance needs by reviewing their options and recommending solutions that are aligned to their needs

Build expertise on our range of Insurance products

Fulfill the requirements of all key strategic priorities i.e. multi-product selling and partnering with Sun Life’s Career Sales Force

Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems

Meet Quality Assurance Requirements and other key performance metrics

Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets

Specific knowledge, skills, and abilities :

Strong interpersonal, written, and oral communication skills

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.

Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections

Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment

Must possess and professional and friendly attitude and be able to quickly develop a rapport with customers over the phone.

Must possess and be able to demonstrate strong influencing and closing skills.

Ability to learn and navigate new software quickly

What you bring to the table :

Valid and active Life Insurance License (A1)

Minimum 2 years of related sales and / or service experience (sales experience preferred)

Excellent communication skills

Maximize your earning potential :

Competitive Base Salary with the potential to earn up to 20% to 30% extra income

Comprehensive benefits package including :

Medical, dental, life, and disability insurance

Stock purchase plan

3 week paid vacation

Tuition assistance

Licensing fees covered

Foster environment of continuous education committed to personal growth and development